Jonathon Edward Rowles
Professional Summary
Jonathon Edward Rowles is a registered financial advisor currently at EDWARD WOLFE LLC located in Reston, Virginia. Jonathon is registered as a RR (Registered Representative) and started their career in finance in 2004. Jonathon has worked at 7 firms and has passed the Series 63, Series 66, Series 79TO, Series 7TO, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
EDWARD WOLFE LLC | SOLUTA SECURITIES INTERNATIONAL LLC
Contact Information
Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190Mailing Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190Phone Number
(703) 871-5225Established
Delaware since 08/31/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/13/2021)
(2/2/2022)
(10/12/2021)
(10/2/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Mar 2021About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2004About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathon Edward Rowles's CRS (Customer Relationship Summary).
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