Jonathan D. Wagner

WS WEALTH MANAGEMENT

Washington, VA

Some features on this profile are disabled

CRD#: 4795457

Professional summary

Jonathan David Wagner, who also goes by Jonathan D Wagner, is a registered financial advisor currently at WS WEALTH MANAGEMENT, LLC located in Washington, Virginia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathan has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan D Wagner

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.

CHARLES SCHWAB BANK N.A., NOT INVESTMENT RELATED, BANK PRODUCTS, DUAL EMPLOYEE, 02/01/2005, REFERRALS OF HELOC, MORTGAGES, INVESTOR CHECKING PRODUCTS AND CREDIT CARDS FOR APPROXIMATELY 20 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wagner's 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

July 23, 2013 - Present

WS WEALTH MANAGEMENT, LLC

RIA

CRD#: 168114

Washington, VA

Past

February 24, 2010 - July 19, 2013

BLUEMONT CAPITAL ADVISORS, LLC

RIA

CRD#: 149168

VIENNA, VA

Past

November 7, 2005 - October 22, 2009

OLD DOMINION CAPITAL MANAGEMENT INC.

RIA

CRD#: 105244

CHARLOTTESVILLE, VA

Past

July 15, 2004 - November 15, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

State Registrations and Notice Filings

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

Virginia
(7/23/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/14/2004

General Securities Representative Examination

Current Firm

WS WEALTH MANAGEMENT, LLC

W&S WEALTH MANAGEMENT, LLC | WS WEALTH MANAGEMENT, LLC

CRD#: 168114 / SEC#:

Virginia

Registered Investment Advisory firm - (7/23/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

509 Fodderstack Rd, Washington, VA 22747

Mailing Address

Phone number

(703) 999-5065

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 78,005,900

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan D. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WS WEALTH MANAGEMENT, LLC

BLUEMONT CAPITAL ADVISORS, LLC

OLD DOMINION CAPITAL MANAGEMENT INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2005

Series 63

Date: 7/20/2004

Series 7

Date: 7/14/2004

Current Firm

WS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors