Advisor at Networth Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Networth Asset Management, Inc.
Location
The Villages, FL
Credentials
Series 66
Industry experience
2 years
Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with four years of experience in the industry. He holds a Series 66 designation and has previously worked with firms including Northwestern Mutual and ANNIEMAC Home Mortgage. In addition to his advisory role, he is a licensed health insurance agent providing sales and service to individuals and small businesses. NetWorth Asset Management is a fee-based SEC-registered investment adviser serving individuals, pension plans, corporations, and trusts. The firm manages approximately $102.9 million in assets using discretionary portfolio management and model asset-allocation strategies tailored to clients’ investment objectives.
Based on Networth Asset Management, Inc.
Based on Networth Asset Management, Inc.
$50,000 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,001+: 1.15%
Transaction-based commissions may be paid to NetWorth when certain investments or securities are purchased. Also, insurance sales commissions are received if insurance products are purchased.
Account minimum: $50,000
The Villages, FL
Florida · Minnesota · Pennsylvania
Transitional Broker LLC.
2024 - Present (2 years)
Intercarolina Financial Services, Inc.
2023 - 2024 (1 year)
NetWorth Asset Management
2022 - Present (4 years)
Shumski Financial Services, Inc.
2022 - Present (4 years)
NORTHWESTERN MUTUAL
2021 - 2023 (2 years)
ANNIEMAC Home Mortgage
2018 - 2021 (3 years)
FBT Mortgage
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
CFP®, Series 66
Oxford, FL
Capstonewealth
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