Jonathan Leftwich is a registered investment advisor, based in The Villages, FL, with 2 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
The Villages, FL
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 ActivitiesSells Insurance
Jonathan is a licensed agent for Florida Blue, providing health insurance solutions to individuals and small businesses since January 2024. He addresses this need during client assessments and dedicates minimal time to sales and service.
Employment History
Current Registrations
Transitional Broker LLC
Transitional Broker LLCBroker
Networth Asset Management, INC
Previous Registrations
Intercarolina Financial Services, INC.
Intercarolina 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.
Exams
More Advisors
- Ronald Caruso, CFP, ChFCAmeriprise Financial Services, LLC
- Charles Thompson, CFP, ChFCRaymond James & Associates, INC.
- Kyle Horsley, CFPLPL Financial LLC
- Michael Whitaker, ChFCNfsg Corporation
- Nicholas Govola, CFPLPL Financial LLC
- Michael Barber, ChFCBarber & Associates