AdFi
JA

Jonathan Ament

Investment Adviser Representative at ALLY INVEST ADVISORS

Charlotte, NCCRD #5227070Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
52 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Ament has worked in the securities industry since 2012. They are registered to provide investment advisory services in 52 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/30/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/14/2007
Series 24
General Securities Principal Examination
Passed 11/17/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 1 - First $250,0000.85%
Tier 2 - Next $750,000 up to $1,000,0000.80%
Tier 3 - Above $1,000,0000.75%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ALLY Invest Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLY INVEST ADVISORSCurrent
6/2/2025Charlotte, NC
LPL FINANCIAL LLC
3/30/20226/22/2023Fort Mill, SC
FOSTER VICTOR WEALTH ADVISORS, LLC
2/24/20216/10/2021Greenville, SC
LPL FINANCIAL LLC
11/15/20179/11/2020Fort Mill, SC
POWELL WEALTH
3/15/201710/26/2017Cornelius, NC
RAYMOND JAMES & ASSOCIATES, INC.
4/13/201512/7/2016Boca Raton, FL
KOVACK ADVISORS, INC.
9/26/20144/6/2015Ft. Lauderdale, FL
AMERICAN FUNDS DISTRIBUTORS, INC.
5/7/20139/9/2014San Antonio, TX
WILMINGTON BROKERAGE SERVICES COMPANY
11/20/20073/26/2009Wilmington, DE
CITIGROUP GLOBAL MARKETS INC.
11/6/200711/30/2007Wilmington, DE

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALLY INVEST ADVISORS

Showing 12 of 87 in the directory

View ALLY INVEST ADVISORS firm profile
About this profile

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 Ament 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.