Jonathan Wallace

Employer firm

Wayfinder Wealth Warriors LLC CRD 328657

$4.60M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2023 → Present
  Wayfinder Wealth Warriors Llc
  Columbia, SC
• 06/2003 → 07/2023
  United States Navy
  Columbia, SC
• 09/2023 → Present
  Inveniam Viam Ventures Llc
  Columbia, SC
• 08/2024 → Present
  Lexington One School District, South Carolina
  Lexington, SC

Other Businesses

Name: Inveniam Viam Ventures LLC Investment related: No Address: 306 Pittsdowne Road, Columbia, SC 29210 Nature: Government Defense Logistics Agency contracting and logistics. Position: Founder/Owner/Operator Start date: 09/2023 Approximate number of hours per month: 0 hours/month Approximate number of hours per month during securities trading hours: 0 hours/month during securities trading hours Duties: Duties include bidding on government contracts, running operations, and supervising team members Status: Inactive Name: Lexington One School District Investment Related: No Address: 5643 Platt Springs Road, Lexington SC 29073 Nature: High School Teacher Navy JROTC Position: Senior Naval Science Instructor (Teacher) Start Date: August 2024 Approximate number of hours per week: 40 hours/ Approximate number of hours per week during securities trading hours: 20 during securities trading hours Duties: Teaching and mentoring young men and women of high school age good citizenship, leadership development, and Navy Core Values of Honor Courage and Commitment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-09

Designations

• Chartered Financial Analyst