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Jonathon Edward Rowles

Edward Wolfe LLC

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About Jonathon Edward Rowles

Jonathon Edward Rowles is a financial professional with over 15 years of experience in the industry. He is currently registered with Edward Wolfe LLC and holds a Series 7, 6, 24, 63, 66, and 79 license. He is also a registered representative in Delaware, District of Columbia, Maryland, and Virginia. Jonathon previously worked at Cambridge Investment Research, Inc., Navy Federal Brokerage Services, LLC, ProEquities, Inc., and MWA Financial Services, Inc. He is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Jonathon Rowles is currently registered with Edward Wolfe LLC. Edward Wolfe LLC is a Limited Liability Company formed on August 31, 2020. The firm is registered in Delaware, District of Columbia, Maryland, and Virginia. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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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Jonathon Rowles’s Registration & Firm History

VA

08/23/2021 - Present

Edward Wolfe LLC (Reston VA)

VA

07/08/2014 - 12/31/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)

VA

01/06/2014 - 07/22/2014

NAVY FEDERAL BROKERAGE SERVICES, LLC (VIENNA VA)

AL

04/01/2005 - 11/30/2005

PROEQUITIES, INC. (BIRMINGHAM AL)

IL

04/27/2004 - 02/25/2005

MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)

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Licenses & Designations

BC

Issued 02/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2021

Series 24 - General Securities Principal Examination

BC

Issued 03/29/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathon Edward Rowles.
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