Jonathan Winter
Jonathan Winter is a CFP-designated registered investment advisor at Continuum Wealth Strategies, LLC, based in Reston, VA, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management and comprehensive financial planning are offered through wrap accounts. Please see the separate Wrap Fee Program Brochure for these advisory services. The firm also offers access to third-party portfolio managers through LPL Financial's Manager Access Select program. The maximum fee for this service will not exceed 2.5%.
Location
Reston, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan operates Continuum Wealth Strategies, LLC as a DBA for his LPL business and as a Registered Investment Advisor, dedicating nearly all of his time to these investment-related activities. He also works as a ski instructor at Vail Resorts during the ski season, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Continuum Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.