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Johnathan Irions

Investment adviser representative at Facet
10 yearsYears since first job or exam
2 statesRegistered in
CFP® certificationDesignation
$8.7B

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.

Contact this advisor

(443) 376-6222facet.comFirm's SEC record

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

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. FacetApr 2026 to now
  2. Goldstone Financial Group, LLCAug 2025 to Jan 2026
  3. Edge Financial AdvisorsMar 2025 to Aug 2025
  4. David MilonasDec 2024 to Mar 2025
  5. Thomas RossiDec 2024 to Mar 2025
  6. James CampbellAug 2024 to Mar 2025
  7. Northwestern Mutual Wealth Management CompanyApr 2024 to Mar 2025
  8. Stanley SrokaApr 2024 to Mar 2025
  9. Carmelo BarbaroMar 2024 to Mar 2025
  10. Kevin OlsonMar 2024 to Mar 2025
  11. Michael PolanMar 2024 to Mar 2025
  12. Northwestern Mutual Investment Services LLCMar 2024 to Mar 2025
  13. J.P. Morgan Securities LLCJun 2023 to Feb 2024
  14. JP Morgan ChaseJun 2023 to Feb 2024
  15. New York Life Insurance CompanyMar 2023 to Jun 2023
  16. Capital AnalystsAug 2021 to Mar 2023
  17. Lincoln InvestmentAug 2021 to Mar 2023
  18. Hornor Townsend and Kent LLCApr 2020 to May 2020
  19. Massachusetts Mutual Life Insurance CoApr 2020 to May 2020
  20. Penn Mutual Life Insurance CompanyMar 2020 to May 2020
  21. The Prudential Insurance Company of AmericaNov 2019 to Aug 2021
  22. PrudentialJun 2019 to Aug 2021
  23. Erin Hills Golf CourseJun 2017 to Jun 2017
  24. Olympia Fields Country ClubMay 2016 to Oct 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Facet

Legal name: Facet Wealth, Inc

$8.7B
16,053Clients
92Advisers
9 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7189103
285961
Advisor's SEC record
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