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Jonathan Scott Wierman

Eqv Advisory, LLC

Raleigh, NC

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Current Employers
Eqv Advisory, Llc

400 West North St. Suite 112, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-28
  • NC RA
    APPROVED
    Since 2026-07-28

Branch Locations

400 West North St. Suite 112, Raleigh, NC 27603 • 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
Wells Fargo Securities, Llc Charlotte NC 06/2019 03/2021
Davidson College Davidson NC 08/2018 06/2019
Wells Fargo Securites, Llc Charlotte NC 06/2018 08/2018
Davidson College Davidson NC 08/2017 06/2018
Diversified Trust Greensboro NC 05/2017 08/2017
Davidson College Davidson NC 05/2015 05/2017
Driven Brands Charlotte NC 03/2021 08/2022
Unc Kenan-Flagler Business School Chapel Hill NC 08/2022 06/2023
Goldman Sachs Atlanta GA 07/2024 06/2026
Goldman Sachs Atlanta GA 06/2023 08/2023
Unc Kenan-Flagler Business School Chapel Hill NC 08/2023 07/2024
Eqv Advisory Raleigh NC 07/2026 Present
  • 06/2019 → 03/2021
    Wells Fargo Securities, Llc
    Charlotte, NC
  • 08/2018 → 06/2019
    Davidson College
    Davidson, NC
  • 06/2018 → 08/2018
    Wells Fargo Securites, Llc
    Charlotte, NC
  • 08/2017 → 06/2018
    Davidson College
    Davidson, NC
  • 05/2017 → 08/2017
    Diversified Trust
    Greensboro, NC
  • 05/2015 → 05/2017
    Davidson College
    Davidson, NC
  • 03/2021 → 08/2022
    Driven Brands
    Charlotte, NC
  • 08/2022 → 06/2023
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 07/2024 → 06/2026
    Goldman Sachs
    Atlanta, GA
  • 06/2023 → 08/2023
    Goldman Sachs
    Atlanta, GA
  • 08/2023 → 07/2024
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 07/2026 → Present
    Eqv Advisory
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-28
S63 Uniform Securities Agent State Law Examination 2024-08-30
  • S65 Uniform Investment Adviser Law Examination
    2026-07-28
  • S63 Uniform Securities Agent State Law Examination
    2024-08-30
Other Names
  • John Wierman
  • Jonathan Scott Wierman

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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