Jonathon Lovingood (CRD# 7872530) is an Investment Advisor Representative working at Potomac Fund Management in Athens, GA and has 1 year of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potomac Fund Management, Inc. | Miami, FL | Feb 2024 - Current | < 1 |
| Trademark Capital Management, Inc. | Watkinsville, GA | Mar 2022 - Feb 2024 | 1 |
| University Of Georgia | Athens, GA | Aug 2020 - May 2022 | 1 |
| Relativity Capital Advisors | Greensboro, GA | Oct 2021 - Mar 2022 | < 1 |
| University Of North Georgia | Oconee, GA | Aug 2018 - May 2020 | 1 |
| Rome High School | Rome, GA | Jul 2014 - May 2018 | 3 |
| Rome Middle School | Rome, GA | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- GA
-
Total Assets Under Management1,393MILLIONS
-
Total Number of Accounts2,289ACCOUNTS
-
Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.