Jonathan S. Wierman
Professional summary
Jonathan Scott Wierman, who also goes by Jonathan Scott Wierman, John Wierman, is a registered financial advisor currently at EQV ADVISORY, LLC located in Raleigh, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, Series 79TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Wierman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2026 - Present
EQV ADVISORY, LLC
Office #1: 400 West North St. Suite 112, Raleigh, NC 27603August 27, 2024 - July 24, 2026
GOLDMAN SACHS & CO. LLC
August 2, 2019 - March 1, 2021
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/28/2026)
Exams
Series 7TO
Date: 8/27/2024
General Securities Representative ExaminationSeries 79TO
Date: 8/2/2019
Investment Banking Registered Representative ExaminationCurrent Firm
EQV ADVISORY, LLC
CRD#: 338271 / SEC#: 801-134372
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 106,778,605 |
Red Flags
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Company Information
EQV ADVISORY, LLC
CRD#: 338271Raleigh, NC 27603TRUST BUT VERIFY
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