Jonathan Walls is a registered investment advisor, based in Charlotte, NC, with 19 years of industry experience.
Location
Charlotte, NC
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Alight Financial Solutions, LLC
July 2025 - Present · 10 mos
Alight Financial Advisors, LLC
July 2025 - Present · 10 mos
Alight Financial Solutions, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Advice and Planning Services
May 2014 - June 2025 · 11 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2014 - June 2025 · 11 yrs 1 mo
Wells Fargo Advisors, LLC
September 2012 - May 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
January 2007 - May 2014 · 7 yrs 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.