Jonathan Wright
Investment adviser representative at Ip Financial Advisory Services LLC
21 yearsExperience
11 statesRegistered in
$481.4MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Ip Financial Advisory Services LLCApr 2023 to now
- Innovation Partners LLCApr 2023 to now
- Jonathan Wright LLCNov 2019 to now
- Transamerica Financial Advisors, IncJun 2015 to now
- World Financial Group, Inc.Aug 2014 to now
- Old Line Capital Club LLCFeb 2012 to now
- First Mount Zion Baptist Church - Money Smart MinistrySep 2010 to now
- Department of DefenseAug 2009 to now
- Jonathan Levar WrightOct 2015 to Aug 2020
- Wright Choice LLCSep 2005 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 11 states (DC, GA, MD, MI, NC, NJ, NV, OH, PA, TX, VA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 6503672
- Firm CRD
- 305772