Jonathan Wright
Investment Adviser Representative at IP Financial Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Wright is an investment adviser representative in Aldie, VA, currently registered with Innovation Partners LLC and IP Financial Advisory Services LLC. They have worked in the securities industry since 2015 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in 10 states.
Registrations & licenses
- Investment adviser:
- District of Columbia, Maryland, Michigan, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, Virginia
- Broker:
16 states and territories
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia
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.
- Transamerica Financial Advisors, IncJun 2015 – no end date reportedAlexandria, VA
- World Financial Group, Inc.Aug 2014 – no end date reportedAlexandria, VA
- OLD LINE Capital CLUB LLCFeb 2012 – no end date reportedBroadlands, VA
- Jonathan Levar WrightOct 2015 – Aug 2020Alexandria, VA
- Department OF DefenseOct 2015 – no end date reportedAlexandria, VA
- Wright Choice LLCSep 2005 – Apr 2019Alexandria, VA
- First Mount Zion Baptist Church - Money Smart MinistrySep 2010 – no end date reportedDumfries, VA
- Jonathan Wright LLCNov 2019 – no end date reportedAlexandria, VA
- Department of DefenseAug 2009 – no end date reportedWashington DC, DC
- Innovation Partners LLCApr 2023 – no end date reportedCharlotte, NC
- IP Financial Advisory Services LLCApr 2023 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IP Financial Advisory Services LLC
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
- Other
- Firm account minimum
- $25,000 (waivable)
- Less than $10,0001.25%
- $25,000 to $100,0001.00%
- $100,000 to $250,0000.75%
- Greater than $250,0000.50%
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
Financial, investment and management consulting solutions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 133
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Charlotte, NC
- SEC file number:
- 801-117481
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at IP Financial Advisory Services LLC
Showing 12 of 133 in the directory
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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 Wright 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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