JW
Jonathan L. Wright
IP FINANCIAL ADVISORY SERVICES LLC
Aldie, VA
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CRD#: 6503672
JW
Professional summary
Jonathan Levar Wright, who also goes by Jonathan Levar Wright, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Aldie, Virginia and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 22TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Levar Wright
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) All Can Thrive LLC. 10/2018. CEO. Business educational courses designed to entrepreneurs. 3 hrs per week.___ 2) Personal Representative/Executor of an Estate. Start: 11/2024. Aldie, VA.___ 3) Department of Defense. 08/2009. Financial/ Business intelligence analyst, Number of hours 40,1333 Isaac Hull Avenue, SE, Washington Navy Yard, DC 20376, United States. 4) Jonathan Wright LLC. 10/2018. CEO. Rental property. Less than 1 hr per week.___ 5) Money Smart Ministry. Retire Inspired Small Groups/ Financial Freedom for Millennials Small Groups. 09/2009. Empower all members to be better stewards of the resources God has provided for us by sharing money management information from a biblical perspective. 2 hrs per week.___ 6) First Mount Zion Baptist Church. 01/2023. 16622 DUMFRIES RD DUMFRIES, VA 22025. Trustee: Provide guidance and hold in trust all property belonging to the church and recommend to the church all necessary measures for its protection, management and upkeep. 2 hrs per week.___ 7) Wright Time Financial LLC. 03/2023. Managing Partner. Financial services. 20 hrs per week.___ 8) Department of Defense, 08/2015, Analyst, Deputy Director of Mergers and Acquisitions and Associate Director of Small Business. 3330 Defense Pentagon, Washington, DC.20301. Number of hours 40 pre week.-------
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Levar Wright'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
May 2, 2023 - Present
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Aldie, VA
Current
April 28, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
August 9, 2017 - May 1, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Fairfax, VA
Past
September 25, 2015 - May 1, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Fairfax, VA
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".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)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.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
Arizona(4/28/2023)
RR
California(4/28/2023)
RR
Colorado(4/28/2023)
RR
Connecticut(4/28/2023)
RR
District of Columbia(4/28/2023)
IAR
District of Columbia(5/19/2023)
RR
Florida(4/28/2023)
RR
Georgia(4/28/2023)
RR
Maryland(4/28/2023)
IAR
Maryland(5/2/2023)
IAR
Michigan(5/1/2024)
IAR
Nevada(11/20/2024)
RR
New Jersey(4/28/2023)
IAR
New Jersey(5/2/2023)
RR
New York(4/28/2023)
RR
North Carolina(5/1/2023)
IAR
North Carolina(5/2/2023)
RR
Ohio(9/23/2025)
IAR
Ohio(9/23/2025)
RR
Pennsylvania(4/28/2023)
IAR
Pennsylvania(5/3/2023)
RR
South Carolina(4/28/2023)
RR
Texas(4/28/2023)
IAR
Texas(5/2/2023)
RR
Virginia(4/28/2023)
IAR
Virginia(5/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 9/7/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
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Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
