Jonathan Wright

Current Employers

Employment History

• 06/2015 → Present
  Transamerica Financial Advisors, Inc
  Alexandria, VA
• 08/2014 → Present
  World Financial Group, Inc.
  Alexandria, VA
• 02/2012 → Present
  Old Line Capital Club Llc
  Broadlands, VA
• 10/2015 → 08/2020
  Jonathan Levar Wright
  Alexandria, VA
• 10/2015 → Present
  Department Of Defense
  Alexandria, VA
• 09/2005 → 04/2019
  Wright Choice Llc
  Alexandria, VA
• 09/2010 → Present
  First Mount Zion Baptist Church - Money Smart Ministry
  Dumfries, VA
• 11/2019 → Present
  Jonathan Wright Llc
  Alexandria, VA
• 08/2009 → Present
  Department Of Defense
  Washington Dc, DC
• 04/2023 → Present
  Innovation Partners Llc
  Charlotte, NC
• 04/2023 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2017-08-09 → 2023-05-01
  Transamerica Financial Advisors, Llc
  New York, NY
  Fairfax, VA

Other Businesses

1) All Can Thrive LLC. 10/2018. CEO. Business educational courses designed to entrepreneurs. 3 hrs per week.___ 2) Personal Representative/Executor of an Estate. Start: 11/2024. Aldie, VA.___ 3) Department of Defense. 08/2009. Financial/ Business intelligence analyst, Number of hours 40,1333 Isaac Hull Avenue, SE, Washington Navy Yard, DC 20376, United States. 4) Jonathan Wright LLC. 10/2018. CEO. Rental property. Less than 1 hr per week.___ 5) Money Smart Ministry. Retire Inspired Small Groups/ Financial Freedom for Millennials Small Groups. 09/2009. Empower all members to be better stewards of the resources God has provided for us by sharing money management information from a biblical perspective. 2 hrs per week.___ 6) First Mount Zion Baptist Church. 01/2023. 16622 DUMFRIES RD DUMFRIES, VA 22025. Trustee: Provide guidance and hold in trust all property belonging to the church and recommend to the church all necessary measures for its protection, management and upkeep. 2 hrs per week.___ 7) Wright Time Financial LLC. 03/2023. Managing Partner. Financial services. 20 hrs per week.___ 8) Department of Defense, 08/2015, Analyst, Deputy Director of Mergers and Acquisitions and Associate Director of Small Business. 3330 Defense Pentagon, Washington, DC.20301. Number of hours 40 pre week.------- 9) Name of Business: Advisors Excel Medicare Solutions Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Medicare related services Position, Title, or Relationship: Refer clients who may need Medicare assistance services Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 4 hrs/mo 10) Name of Business: Nobility CPA Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Tax preparation & tax planning services Position, Title, or Relationship: Refer clients who may tax preparation or tax planning services Approximate Number of Hours per Month Devoted: 4 hrs/mo 11) Name of Business: Student Optimum Services Investment-Related Nature: No Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Student loan education & optimization services Position, Title, or Relationship: Refer clients who may need student loan education & optimization services Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 4 hrs/mo 12) Name of Business: Pure Flow Productions/Generational Impact Project Investment-Related Nature: No Address of the Other Business: Leesburg, VA 20177 Nature of the Other Business: Community based educational initiative Position, Title, or Relationship: Advisory Board Member Start Date of the Relationship: 05/2026 Approximate Number of Hours per Month Devoted: 4 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-02
• S63 Uniform Securities Agent State Law Examination
  2015-06-22

Other Names

• Jonathan Levar Wright