Jonathan Michael Leftwich
Investment adviser representative at Networth Asset Management, Inc
11 yearsExperience
3 statesRegistered in
$102.8MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Transitional Broker LLC.Mar 2024 to now
- Networth Asset Management, IncJun 2022 to now
- Shumski Financial Services, Inc.Jun 2022 to now
- Intercarolina Financial Services, Inc.Mar 2023 to Mar 2024
- Northwestern MutualNov 2021 to Mar 2023
- Anniemac Home MortgageJan 2018 to Nov 2021
- Fbt MortgageJun 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, PA).
Networth Asset Management, Inc
$102.8MAssets managed
245Clients
3Advisers
2 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
- 7449256
- Firm CRD
- 105145