Jonathan Wright
Jonathan Wright is a registered investment advisor at Ip Financial Advisory Services LLC, based in Ashburn, VA, with 10 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
44679 Endicott Dr, Ste 300, Ashburn, VA, 20147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the CEO of All Can Thrive LLC, which provides business education courses, and Jonathan Wright LLC, a rental property. He also works full-time for the Department of Defense and is involved with Money Smart Ministry, First Mount Zion Baptist Church, and Wright Time Financial LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations18 states
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