Jonathan
Wright
Ip Financial Advisory Services LLC
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About this Advisor
Jonathan Wright is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Jonathan has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Naval Sea Systems Command, Old Line Capital Club LLC, Jonathan Levar Wright, Department Of Defense, Wright Choice LLC, First Mount Zion Baptist Church - Money Smart Ministry, Jonathan Wright LLC, Innovation Partners LLC, and Ip Financial Advisory Services LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Maryland, Michigan, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia. Currently, Jonathan is part of Ip Financial Advisory Services LLC, which operates out of Charlotte, North Carolina. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ip Financial Advisory Services LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$296,950,627
92
2,290
$129,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Wright Work History
Innovation Partners LLC
Ip Financial Advisory Services LLC
Jonathan Wright LLC
Transamerica Financial Advisors, Inc
Department Of Defense
World Financial Group, Inc
Old Line Capital Club LLC
First Mount Zion Baptist Church - Money Smart Ministry
Department Of Defense
Jonathan Levar Wright
Naval Sea Systems Command
Wright Choice LLC
Disclosures
Please visit the SEC profile of Jonathan Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Charlotte, NC
Henderson, NV
Charlotte, NC
Charlotte, NC
Natick, MA
Lone Tree, CO
Charlotte, NC
Miami, FL
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