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JW

Jonathan Wright

IP FINANCIAL ADVISORY SERVICES
Ashburn, VA
·CRD# 6503672·11 years experience

Professional Summary

Jonathan Wright, who also goes by Jonathan Levar Wright, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Ashburn, 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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Levar Wright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

IP FINANCIAL ADVISORY SERVICES LLC·CRD# 305772
RIA
1. 44679 Endicott Dr, Ashburn, VA 201472. Aldie, VA
May 2, 2023 - Present
INNOVATION PARTNERS LLC·CRD# 146344
RIA
BD
5950 Fairview Road Suite 140, Charlotte, NC 28210
April 28, 2023 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Fairfax, VA
August 9, 2017 - May 1, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Fairfax, VA
September 25, 2015 - May 1, 2023

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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
Registered Investment Advisory firm - SEC (10/17/2019 Approved)

Contact Information

Main Address

5950 Fairview Road, Suite 140, Charlotte, NC 28210

Phone Number

(980) 326-3335

# of Employees

112

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARTHUR JOHNSON ADV PART 2B (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,686

AUM (Assets Under Management)

$481,397,453

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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.------- 9) Name of Business: Advisors Excel Medicare Solutions Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Medicare related services Position, Title, or Relationship: Refer clients who may need Medicare assistance services Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 4 hrs/mo 10) Name of Business: Nobility CPA Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Tax preparation & tax planning services Position, Title, or Relationship: Refer clients who may tax preparation or tax planning services Approximate Number of Hours per Month Devoted: 4 hrs/mo 11) Name of Business: Student Optimum Services Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Student loan education & optimization services Position, Title, or Relationship: Refer clients who may need student loan education & optimization services Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 4 hrs/mo 12) Name of Business: Pure Flow Productions/Generational Impact Project Investment-Related Nature: No Address of the Other Business: Leesburg, VA 20177 Nature of the Other Business: Community based educational initiative Position, Title, or Relationship: Advisory Board Member Start Date of the Relationship: 05/2026 Approximate Number of Hours per Month Devoted: 4 hours/month

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)
IAR
Georgia
(9/22/2026)
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)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2015About the Series 63 exam

Series 22TO — Direct Participation Programs Representative Examination

Passed Sep 2023About the Series 22TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2015About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JW
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