Jonathan Scott Wierman

Employer firm

Eqv Advisory, LLC CRD 338271

$107M regulatory AUM

Reported services (Item 5G)

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

• 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

• 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