Jonathan Peyton
CFP®Professional Summary
Jonathan Peyton, CFP®, who also goes by Jonathan Stylinski Peyton, is a registered financial advisor currently at DIFFERENT INVESTMENTS, LLC located in Ashburn, Virginia and FINALIS SECURITIES LLC located in New York, New York. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 11 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Stylinski Peyton
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
C-SUITE PLANNING | HORIZON RIDGE WEALTH MANAGEMENT, LLC | DIFFERENT INVESTMENTS, LLC | DIFFERENT INVESTMENTS
Contact Information
Main Address
44679 Endicott Dr Suite 301, Ashburn, VA 20147Phone Number
(877) 934-3337# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
70AUM (Assets Under Management)
$14,340,951Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/17/2025)
(2/2/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Peyton's CRS (Customer Relationship Summary).
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