Jonathan Michael Leftwich

Networth Asset Management, INC

2 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Networth Asset Management, INC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

251 clients

Average Client Portfolio

$410K average

Assets Under Management

$102.9M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

The Villages, FL

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History

Regulatory History (1)

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Financial

September 2016

Final

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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.