Jonathan Faynik

EARNED WEALTH ADVISORS

Charlotte, NC

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CRD#: 7548421

Professional summary

Jonathan Faynik is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Charlotte, North Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

August 18, 2025 - Present

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

Charlotte, NC

Past

January 5, 2025 - August 13, 2025

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

Pittsburgh, PA

Past

September 16, 2024 - January 4, 2025

EARNED WEALTH

RIA

CRD#: 316933

Pittsburgh, PA

Past

February 13, 2023 - March 27, 2025

SCHENLEY CAPITAL, INC

RIA

CRD#: 133415

SEWICKLEY, PA

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".

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/18/2025)

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

State Security Law Exam

IAR

Series 65

Date: 2/13/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/19/2022

Securities Industry Essentials Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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Contact information

Main Address

165 Lennon Lane Suite 200, Walnut Creek, CA 94598

Mailing Address

Phone number

(925) 939-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,916,730,533

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.

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Jonathan Faynik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EARNED WEALTH ADVISORS, LLC

EARNED WEALTH ADVISORS, LLC

EARNED WEALTH

SCHENLEY CAPITAL, INC

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2023

SIE

Date: 8/19/2022

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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