Jonathan Peyton
Jonathan Peyton is a CFP-designated registered investment advisor at Different Investments, LLC, based in Ashburn, VA, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 32 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.20% |
The Firm’s investment management fee is not negotiable beyond any discounts stated within this Brochure.
Fee Estimator
Location
44679 Endicott Dr, Suite 301, Ashburn, VA, 20147
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Jonathan is a managing partner at Sell Side Securities LLC, an investment banking firm, dedicating about a quarter of his time. He also founded several other companies, including Founders Accounting LLC, Guidestar Holdings LLC, Horizon Ridge Global, LLC, and Value Creation Consultancy LLC, and works as a licensed insurance agent, spending minimal time on these activities.
Employment History
Current Registrations
Different Investments, LLC
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Different Investments, LLC
LPL Financial LLCBroker
LPL Financial LLC
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations1 state
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.