Jonathan Leftwich is a registered investment advisor, based in The Villages, FL, with 2 years of industry experience.
Location
The Villages, FL
Get directionsHistory
Regulatory History (1)
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Financial
September 2016Final
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
March 2024 - Present · 2 yrs 1 mo
Transitional Broker LLCBroker
March 2024 - Present · 2 yrs 1 mo
Networth Asset Management, INC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Intercarolina Financial Services, INC.
February 2024 - February 2024 · 0 mos
Intercarolina Financial Services, INC.Broker
November 2023 - February 2024 · 3 mos
State Registrations4 states
FLMNPATX
AdvisorBrokerBoth
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
No exam information available for this advisor.