Jonathan Scott 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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Scott Wierman, John Wierman
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
EQV ADVISORY, LLC
Contact Information
Main Address
400 West North St. Suite 112, Raleigh, NC 27603Mailing Address
Po Box 24887, Raleigh, NC 27611Phone Number
(919) 842-3000# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
122AUM (Assets Under Management)
$106,778,605Similar Advisors
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
EQV ADVISORY, LLC
State Registrations and Notice Filings
(7/28/2026)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2019About the Series 79TO examSimilar Advisors
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Wierman's CRS (Customer Relationship Summary).
