Jonathan S. Peyton

DIFFERENT INVESTMENTS

ASHBURN, VA 20147

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CRD#: 4829058

Professional summary

Jonathan Stylinski 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 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Stylinski Peyton

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.

1) Sell Side Securities LLC; Investment-related; 44679 Endicott Drive, STE 300, Ashburn, Virginia, 20147; Investment Banking (through Finalis Securities, LLC); Managing Partner (administrative / sales), 12/02/2024, 40 hours per month, 20 hours per month during trading hours. 2) Founders Accounting LLC; Not Investment related; 44679 Endicott Drive STE 300, Ashburn, Virginia, 20147; Bookkeeping and accounting consultancy. Founder (oversee the management of staff and acquire new clients); 01/02/2025; 0-5 hours per month, all during trading hours. 3) Guidestar Holdings LLC; not investment related; 44679 Endicott Drive STE 300, Ashburn, 20147, Virginia.; This is a holding company for tax and legal purposes that owns all of my other companies.; Founder (no duties); 01/01/2021; No devoted time spent on this OBA. 4) Horizon Ridge Global, LLC; Non-investment related; 44679 Endicott Drive STE 300, Ashburn, 20147, Virginia; This is a publishing firm that produces educational content published by Jonathan Peyton, such as his book, podcasts, and future masterclasses; Founder (no duties); 03/01/2016; 0-10 hours per month, 0 hours during trading hours. 5) Value Creation Consultancy LLC; Not investment-related; 44679 Endicott Drive STE 300, Ashburn, VA 20147; Business consulting firm; Founder (assist clients with various business consulting needs); oversee other consultants; 01/01/2021; 10-20 hours per month, 5-10 during trading hours. 6) No business name; Investment-related; licensed insurance agent; 10/2017; 0-5 hours per month, all during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Stylinski Peyton'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 18, 2019 - Present

DIFFERENT INVESTMENTS, LLC

Office #1: 44679 Endicott Dr Suite 301, Ashburn, VA 20147

RIA

CRD#: 301962

ASHBURN, VA

Current

January 17, 2025 - Present

FINALIS SECURITIES LLC

Office #1: 228 Park Ave South Suite 85550, New York, NY 10003

CRD#: 6321

MINNEAPOLIS, MN

Past

February 15, 2005 - October 25, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CENTREVILLE, VA

Past

September 28, 2004 - January 28, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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.

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

Alabama
(3/20/2025)

California
(2/5/2025)

IAR

Florida
(7/22/2022)

New York
(2/10/2025)

IAR

Virginia
(7/18/2019)

Virginia
(1/17/2025)

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

State Security Law Exam

Series 63

Date: 1/3/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/16/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/26/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

DIFFERENT INVESTMENTS, LLC

C-SUITE PLANNING | HORIZON RIDGE WEALTH MANAGEMENT, LLC | DIFFERENT INVESTMENTS, LLC | DIFFERENT INVESTMENTS

CRD#: 301962 / SEC#:

Florida

Registered Investment Advisory firm - (7/22/2022 Approved)

Virginia

Registered Investment Advisory firm - (7/18/2019 Approved)

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Contact information

Main Address

44679 Endicott Dr Suite 301, Ashburn, VA 20147

Mailing Address

Phone number

(877) 934-3337

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 16,370,994

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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Advisor Monitoring

Firm Stability Insights

Jonathan S. Peyton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Stylinski Peyton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINALIS SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/3/2025

Series 66

Date: 2/7/2005

Series 7TO

Date: 1/16/2025

SIE

Date: 12/26/2024

Series 7

Date: 9/27/2004

FINRA

Current Firm

DIFFERENT INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIFFERENT INVESTMENTS, LLC

TRUST BUT VERIFY

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