Jon Hoyle
INNOVATION PARTNERS LLC | Financial Advisor and Founder of Retire With Care
Charlotte, NC 28210
CRD#: 5978160
Professional summary
Jon Hoyle, who also goes by Jon Anthony Hoyle, Jon Hoyle, Jon A Hoyle, is a registered financial professional currently at INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jon is registered as a RR (Registered Representative) and started their career in finance in 2011. Jon has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
I am a fee based, independent fiduciary that focuses on innovative solutions to help my valued clients protect and grow what they have saved, invest their money where it makes sense, and guide them on their journey through retirement.
Question & Answer
What are your service offerings?
Retirement Planning
Medicare and Entitlement Benef...
Insurance and Risk Management
Investment Management
Business Planning
How do you get paid?
Fee based
Are you a "fiduciary"?
No
Aliases
Jon Anthony Hoyle | Jon Hoyle | Jon A Hoyle
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) Innovation Partners LLC; Inv Rel; Charlotte, NC; broker-dealer; Registered Representative; 08/2022; approx 5% of time; securities product sales.___ 2) Sole Proprietor-Ins Agent; Inv Rel; Kings Mountain, NC; Insurance Agent; 08/2022; approx 10% of time; ins sales and services.___
CRS (Client Relationship Summary) - BD
Click below to view Jon Hoyle'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®
NoneExperience
Current
August 24, 2022 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
June 30, 2025 - August 15, 2025
ZERO DAY CAPITAL ENTERPRISES LLC
RIA
CRD#: 331228
KINGS MOUNTAIN, NC
Past
August 24, 2022 - June 26, 2025
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Kings Mountain, NC
Past
January 10, 2022 - August 10, 2022
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Belmont, NC
Past
January 5, 2022 - August 10, 2022
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
October 5, 2020 - December 21, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Gastonia, NC
Past
June 1, 2020 - December 21, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Gastonia, NC
Past
October 26, 2018 - June 1, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GASTONIA, NC
Past
October 16, 2017 - October 30, 2018
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Charlotte, NC
Past
September 1, 2015 - October 17, 2017
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Gastonia, NC
Past
February 25, 2014 - August 31, 2015
SOUTHEAST INVESTMENTS, N.C., INC.
BD
CRD#: 43035
CHARLOTTE, NC
Past
December 6, 2011 - February 27, 2014
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC
CRD#: 146344 / SEC#: 801-78702, 8-67812
RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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
North Carolina(8/25/2022)
RR
South Carolina(8/24/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC
CRD#: 146344 / SEC#: 801-78702, 8-67812
RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Mailing Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Phone number
(704) 708-5461
Established
North Carolina since 11/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
297
SEC notice filing (40 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
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
INNOVATION PARTNERS LLC
Financial Advisor and Founder of Retire With CareCRD#: 146344Charlotte, NC 28210TRUST BUT VERIFY
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Contact information
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