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Jonathan Michael Leftwich

Networth Asset Management, Inc.

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About Jonathan Michael Leftwich

Jonathan Michael Leftwich is a financial advisor with Networth Asset Management, Inc. Jonathan has been in the financial industry since 2014 and has a background in the mortgage industry. Jonathan offers services like financial planning, pension consulting, and portfolio management for individuals. He is registered with the state of Florida and has also worked previously with Intercarolina Financial Services, Inc.. Jonathan is also a licensed agent for Florida Blue and provides sales and service for health insurance.

Firm Information

Jonathan Leftwich is currently registered with Networth Asset Management, Inc.. Networth Asset Management, Inc. is an investment advisor headquartered in . The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals and other individuals. They manage approximately $105,809,000 in assets for 278 clients. The firm has 4 licensed agents, 2 investment advisor representatives, and 3 registered representatives. They also have 3 investment advisory functions and 1 advisor representative for other investment advisors. Networth Asset Management, Inc. is registered with the SEC and has an SEC Number of 801-129943.

$105.81M

Assets Under Management

278

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Leftwich’s Registration & Firm History

FL

01/09/2024 - Present

Networth Asset Management, Inc. (THE VILLAGES FL)

NC

11/24/2023 - 02/29/2024

INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)

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Licenses & Designations

BOTH

Issued 09/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Michael Leftwich. Review regulatory record here.
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