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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Christopher Schultheiss is a financial advisor based in Linwood, NC. Jonathon has been in the industry since 2004. Jonathon is currently registered as an investment advisor representative with Wellth Advisory Services, LLC. In addition to his current role, Jonathon has held previous positions with firms such as KESTRA INVESTMENT SERVICES, LLC, INVEST FINANCIAL CORPORATION, WOODBURY FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and W&S BROKERAGE SERVICES, INC.. Jonathon holds both state and product licenses, including Series 6, 7, 63, 65, and SIE. Jonathon's experience and qualifications allow him to provide financial advice to individuals, corporations, businesses, and retirement plans. He is also a partner with Gate City Administration, the author of "The disTRACKted Book" and "The Focused Book", and a Managing Director with SRP.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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NC
06/28/2024 - Present
Wellth Advisory Services, LLC (Linwood NC)
NC
02/02/2015 - 10/21/2020
KESTRA INVESTMENT SERVICES, LLC (Greensboro NC)
NC
07/01/2009 - 02/03/2015
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
NC
10/23/2008 - 07/01/2009
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
11/13/2006 - 10/30/2008
PRINCOR FINANCIAL SERVICES CORPORATION (GREENSBORO NC)
NC
02/19/2004 - 11/17/2006
W&S BROKERAGE SERVICES, INC. (HIGH POINT NC)
IA
Issued 05/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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