Jonathan Michael Leftwich
Investment Adviser Representative at Networth Asset Management, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Michael Leftwich is an investment adviser representative with Networth Asset Management, Inc in Gainesville, FL, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Intercarolina Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Minnesota, and Pennsylvania.
Registrations & licenses
- Investment adviser:
- Florida, Minnesota, Pennsylvania
- Broker:
4 states and territories
Florida, Minnesota, Pennsylvania, Texas
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.
- Intercarolina Financial Services, Inc.Mar 2023 – Mar 2024Greensboro, NC
- Northwestern MutualNov 2021 – Mar 2023Gainsville, FL
- Anniemac HOME MortgageJan 2018 – Nov 2021Gainsville, FL
- FBT MortgageJun 2015 – Jan 2018Gainsville, FL
- Transitional Broker LLC.Mar 2024 – no end date reportedDraper, UT
- NetWorth Asset ManagementJun 2022 – no end date reportedGainesville, FL
- Shumski Financial Services, Inc.Jun 2022 – no end date reportedGainesville, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Networth Asset Management, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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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 Michael Leftwich 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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