JW
Jonathan Wallace
WAYFINDER WEALTH WARRIORS LLC
Columbia, SC
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CRD#: 7820290
JW
Professional summary
Jonathan Wallace is a registered financial advisor currently at WAYFINDER WEALTH WARRIORS LLC located in Columbia, South Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jonathan has worked at 1 firm and has passed the Series 65 exam.
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.
Name: Inveniam Viam Ventures LLC Investment related: No Address: 306 Pittsdowne Road, Columbia, SC 29210 Nature: Government Defense Logistics Agency contracting and logistics. Position: Founder/Owner/Operator Start date: 09/2023 Approximate number of hours per month: 0 hours/month Approximate number of hours per month during securities trading hours: 0 hours/month during securities trading hours Duties: Duties include bidding on government contracts, running operations, and supervising team members Status: Inactive Name: Lexington One School District Investment Related: No Address: 5643 Platt Springs Road, Lexington SC 29073 Nature: High School Teacher Navy JROTC Position: Senior Naval Science Instructor (Teacher) Start Date: August 2024 Approximate number of hours per week: 40 hours/ Approximate number of hours per week during securities trading hours: 20 during securities trading hours Duties: Teaching and mentoring young men and women of high school age good citizenship, leadership development, and Navy Core Values of Honor Courage and Commitment.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Wallace'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
January 26, 2024 - Present
WAYFINDER WEALTH WARRIORS LLC
RIA
CRD#: 328657
Columbia, SC
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
South Carolina(1/26/2024)
IAR
Texas(3/30/2025)
Current Firm
WW
WAYFINDER WEALTH WARRIORS LLC
WAYFINDER WEALTH WARRIORS LLC
CRD#: 328657 / SEC#:
South Carolina
Registered Investment Advisory firm - (1/26/2024 Approved)Texas
Registered Investment Advisory firm - (3/25/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Columbia, SC
Mailing Address
Phone number
(839) 223-4583
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 3,300,000 |
Red Flags
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