Jonathan Leftwich (CRD# 7449256) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Gainesville, FL and has 1 year of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transitional Broker LLC | Draper, UT | Mar 2024 - Current | < 1 |
| Networth Asset Management | Gainesville, FL | Jun 2022 - Current | 1 |
| Shumski Financial Services, Inc. | Gainesville, FL | Jun 2022 - Current | 1 |
| Intercarolina Financial Services, Inc. | Greensboro, NC | Mar 2023 - Mar 2024 | 1 |
| Northwestern Mutual | Gainsville, FL | Nov 2021 - Mar 2023 | 1 |
| Anniemac Home Mortgage | Gainsville, FL | Jan 2018 - Nov 2021 | 3 |
| Fbt Mortgage | Gainsville, FL | Jun 2015 - Jan 2018 | 2 |
| Wells Fargo Mortgage | Gainsville, FL | Dec 2014 - Jun 2015 | < 1 |
| Sun State | Gainsville, FL | Jul 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MN
- PA
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Total Assets Under Management106MILLIONS
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Total Number of Accounts278ACCOUNTS
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Average Account Value$380,608
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, TX
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