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Jonathan Michael Walls

Alight Financial Advisors, LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-03
  • NC RA
    APPROVED
    Since 2025-07-03

Branch Locations

Charlotte, NC • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • 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
Tiaa Charlotte NC 05/2014 06/2025
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 05/2014 06/2025
Alight Financial Solutions, Llc Chicago IL 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-17
S63 Uniform Securities Agent State Law Examination 2007-06-19
  • S66 Uniform Combined State Law Examination
    2012-09-17
  • S63 Uniform Securities Agent State Law Examination
    2007-06-19
Other Names
  • Jonathan Walls

View on SEC IAPD

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