Jonathan Anthony Zerges

Employer firm

Im Wealth Partners CRD 307379

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Im Wealth Partners
  Blue Bell, PA
• 05/2007 → Present
  Stonex Securities Inc.
  Blue Bell, PA
• 06/2016 → Present
  Stonex Advisors Inc.
  Blue Bell, PA
• 05/2026 → Present
  Im Wealth Partners
  Blue Bell, PA

Previous Registrations

• 2014-03-24 → 2016-06-30
  Intl Advisory Consultants Inc.
  Blue Bell, PA

Other Businesses

1)IM WEALTH PARTNERS; YES, INVESTMENT RELATED; 3 Valley Square Suite 110, Blue Bell, PA 19422. DBA; ASSISTANT; 01/2007; ALL HOURS AND DURING SEC TRADING HOURS; ASSIST WITH CLIENT SERVICES. 2)Friends of Merion Gateway Park 16 Merion Rd, Merion Station, PA 19066 Group of neighbors supporting township to make a park out of empty lot Non-Investment related Board President Communicate with Board members, neighbors, and township coordinating efforts 01/02/2018 1 hr spent per month and 0 during market hrs 3) Merion Civic Association - PO Box 263 Merion Station, PA 19066-0263 Nature of Business: To pursue general betterment of the community of Merion, PA Investment Related: No Business Position: Board Member Business Duties: Attend meetings, give input on matters being discussed Business Start Date: 05/01/2022 Approximately one hour spent on this OBA monthly, with zero during market hours. 4) IM Wealth Partners Investment Advisors LLC - 3 Valley Square, Ste 110, Blue Bell, PA 19422 Nature of Business: Independent RIA Investment Related: Yes Business Position: IAR (Independent Advisor Rep) Business Duties: Operations, Trading, Client Service Business Start Date: 05/22/2026 Approximately 100 hours spent on this OBA; with all 100 spent during market hours

Exams

• S66 Uniform Combined State Law Examination
  2009-10-09

Other Names

• Jonathan Anthony Zerges