Jonathan A Panzica
Investment Adviser Representative at Savant Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan A. Panzica is an investment adviser representative with Savant Wealth Management in Peoria, IL, where they have been registered since 2022, the year they entered the securities industry. They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Savant Wealth ManagementJan 2020 – May 2022Rockford, IL
- Fieldcrest Community Unit School DistrictMay 2015 – Aug 2018Minonk, IL
- Illinois State UniversityAug 2016 – Dec 2019Normal, IL
- Savant Wealth ManagementMay 2019 – Aug 2019Rockford, IL
- Savant Wealth ManagementMay 2022 – Jun 2026Rockford, IL
- Savant Wealth ManagementJun 2026 – no end date reportedRockford, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savant Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $300,000
- First $3,000,0000.70%
- Next $2,000,0000.60%
- Next $5,000,0000.50%
- Next $10,000,0000.35%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 398
- Offices listed on AdvisorFinder:
- 43
- Main office:
- Rockford, IL
- SEC file number:
- 801-43144
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan A Panzica has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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