Jonathan Scott Wierman
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Eqv Advisory, LLCJul 2026 to now
- Goldman SachsJul 2024 to Jun 2026
- Unc Kenan-Flagler Business SchoolAug 2023 to Jul 2024
- Goldman SachsJun 2023 to Aug 2023
- Unc Kenan-Flagler Business SchoolAug 2022 to Jun 2023
- Driven BrandsMar 2021 to Aug 2022
- Wells Fargo Securities, LLCJun 2019 to Mar 2021
- Davidson CollegeAug 2018 to Jun 2019
- Wells Fargo Securites, LLCJun 2018 to Aug 2018
- Davidson CollegeAug 2017 to Jun 2018
- Diversified TrustMay 2017 to Aug 2017
- Davidson CollegeMay 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Eqv Advisory, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7146584
- 338271