Jonathan Ingram is a registered investment advisor, based in Roanoke, VA, with 16 years of industry experience.
Location
Roanoke, VA
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Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business Activities
Jonathan is the President, Founder, and Managing Director of Retirement Fiduciaries of Virginia, LLC, where he does bookkeeping and tax preparation, and is also involved with Capital Investment Companies of Virginia, LLC for similar purposes, dedicating minimal time to each. He is also a Registered Representative with Saxony Securities, Inc. and involved with Sollinda Capital MGMT as a fee-based RIA, spending about half his time and nearly full-time, respectively, on these activities.
Employment History
Current Registrations
Sollinda Capital Management LLC
Saxony Securities, INC.Broker
Saxony Securities, INC.
Previous Registrations
Capital Investment Group, INC.Broker
Capital Investment Advisory Services, LLC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations3 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.