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JR

Jonathon E. Rowles

EDWARD WOLFE LLC
Reston, VA 20190
Some features on this profile are disabled
CRD#: 4774537
JR

Professional summary

Jonathon Edward Rowles is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathon Edward Rowles'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®
None

Experience

Current

August 23, 2021 - Present

EDWARD WOLFE LLC

Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190Office #2: 11710 Plaza America Drive Suite 2000, Reston, VA 20190
BD
CRD#: 311009
Reston, VA
Past

July 8, 2014 - December 31, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LANSDOWNE, VA
Past

July 8, 2014 - December 31, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LANSDOWNE, VA
Past

March 28, 2014 - July 22, 2014

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA
CRD#: 144244
VIENNA, VA
Past

January 6, 2014 - July 22, 2014

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
VIENNA, VA
Past

June 3, 2005 - November 30, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
PUEBLO, CO
Past

April 1, 2005 - November 30, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

April 27, 2004 - February 25, 2005

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
ROCK ISLAND, IL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(10/13/2021)
RR
District of Columbia
(2/2/2022)
RR
Maryland
(10/12/2021)
RR
Virginia
(10/2/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/8/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/29/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/15/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EW
EDWARD WOLFE LLC
EDWARD WOLFE LLC | SOLUTA SECURITIES INTERNATIONAL LLC

CRD#: 311009 / SEC#: , 8-70613

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190
Mailing Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190
Phone number
(703) 871-5225
Established
Delaware since 08/31/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SAVANNAH CAPITAL LLCSHAREHOLDER
MEGENITY, BRIAN MCDONALDFINOP, CFO, POO,PFO2889637
ROWLES, JONATHON EDWARDCEO/CCO4774537

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.

Company Information

EDWARD WOLFE LLC

CRD#: 311009Reston, VA 20190

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