Jonathon C. Schultheiss

WELLTH ADVISORY SERVICES

Linwood, NC

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CRD#: 4750208

Professional summary

Jonathon Christopher Schultheiss, AIF® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Linwood, North Carolina.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathon has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Gate City Administration Investment Related: No Address: 328 E. Market Street Suite 110 Greensboro NC 27401 Nature of Business: Other TPA Position, Title or Relationship: Partner Start Date: 1/1/2011 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Find new clients. Business Name: The disTRACKted Book Investment Related: No Address: 328 East Market Street, 110 Greensboro NC 27401 Nature of Business: Other Other/None of the Above Promoting the book Position, Title or Relationship: Author Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote the book. Business Name: The Focused Book Investment Related: No Address: 7 Lambeth Dr Thomasville NC 27360 Nature of Business: Other Other/None of the Above N/A Position, Title or Relationship: Author of the book Start Date: 2/1/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote the book. Business Name: SRP: Address: 7 Lambeth Dr Thomasville NC 27360 Nature of Business: Advising retirement plans. Position, Title or Relationship: Managing Director. Hours per month: 160. Hours per month during trading hours: 160.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Christopher Schultheiss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 42046

Greensboro, NC

Past

July 1, 2009 - February 3, 2015

INVEST FINANCIAL CORPORATION

RIA

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/28/2024)

IAR

South Carolina
(6/28/2024)

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathon C. Schultheiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Christopher Schultheiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

W&S BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2009

Series 63

Date: 2/23/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2014

Series 6

Date: 2/18/2004

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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