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Jonathan Matthew Weston

Strategic Wealth Investment Group, LLC

Louisville, KY

CRD 8186490

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Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-05
KY RA APPROVED 2025-11-05
  • IN RA
    APPROVED
    Since 2025-11-05
  • KY RA
    APPROVED
    Since 2025-11-05

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • 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
Strategic Wealth Investment Group, Llc Louisville IN 11/2025 Present
Next Industries Shelby Township MI 11/2023 10/2025
Tooling Resource, Inc. Zionsville IN 03/2015 10/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Matt Weston

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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