Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wright is a financial advisor currently registered with IP Financial Advisory Services LLC. Jonathan holds Series 6, 63, 65, and 22TO licenses, and has been in the industry since 2015. Jonathan is also a registered investment advisor in 8 states. Jonathan has previously worked at Transamerica Financial Advisors, Inc. Jonathan's firm provides a range of financial services, including financial planning, portfolio management, and consulting services to qualified retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
VA
05/03/2023 - Present
IP Financial Advisory Services LLC (Aldie VA)
VA
09/25/2015 - 05/01/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Fairfax VA)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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