Jon Patrick Ewing
Investment adviser representative at National Wealth Management Group, LLC
28 yearsExperience
1 stateRegistered in
$534.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- National Wealth Management Group, LLCDec 2022 to now
- LPL Financial LLCDec 2022 to now
- MML Investors Services, LLCMar 2017 to Dec 2022
- Massmutual Life Insurance CompanyJul 2016 to Dec 2022
- Metlife Securities Inc.Dec 1998 to Mar 2017
- Metropolitan Life Insurance CompanyDec 1998 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
National Wealth Management Group, LLC
$534.9MAssets managed
1,314Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283838
- Firm CRD
- 174883