Jonathan Anthony Zerges
Investment adviser representative at Im Wealth Partners
19 yearsExperience
1 stateRegistered in
$123.9MFirm assets
Under 1 yearFirm 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
Experience
19 years in the industry.
- Stonex Advisors Inc.Jun 2016 to now
- Stonex Securities Inc.May 2007 to now
- Im Wealth PartnersJan 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
Im Wealth Partners
Legal name: Im Wealth Partners Investment Advisors LLC
$123.9MAssets managed
17Clients
9Advisers
Under 1 yearIn 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
- 5336607
- Firm CRD
- 307379