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Jonathan David Wagner

Ws Wealth Management, LLC

Washington, VA

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Current Employers
Ws Wealth Management, Llc

509 Fodderstack Rd, Washington, VA 22747 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-01
  • VA RA
    APPROVED
    Since 2026-01-01

Branch Locations

509 Fodderstack Rd, Washington, VA 22747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W&S Wealth Management, Llc Vienna VA 07/2013 07/2024
Ws Wealth Management, Llc Washington VA 09/2024 Present
Previous Registrations
  • 2013-07-23 → 2025-12-31
    Ws Wealth Management, Llc
    Washington, VA
    Washington, VA
    Vienna, VA
  • 2010-02-24 → 2013-07-19
    Bluemont Capital Advisors, Llc
    Vienna, VA
  • 2005-11-07 → 2009-10-22
    Old Dominion Capital Management Inc.
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-03
S63 Uniform Securities Agent State Law Examination 2004-07-20
  • S65 Uniform Investment Adviser Law Examination
    2005-10-03
  • S63 Uniform Securities Agent State Law Examination
    2004-07-20
Designations
Other Names
  • Jonathan D Wagner

View on SEC IAPD

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Other Offices

EDWARD JONES · FRONT ROYAL, VA
EDWARD JONES · FRONT ROYAL, VA
WELLS FARGO CLEARING SERVICES, LLC · FRONT ROYAL, VA
LPL FINANCIAL LLC · FRONT ROYAL, VA
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · FRONT ROYAL, VA
TOBI, INC. · MARSHALL, VA
LEGACY FINANCIAL · FRONT ROYAL, VA
EDWARD JONES · FRONT ROYAL, VA

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