Jonathan Fargason has been an investment adviser representative at Navigate Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Fargason holds a Bachelor of Science in Business Administration from Auburn University.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
J. Luke Fargason is Partner of Stonebridge Advisors, based in Birmingham, Alabama, providing wealth management and financial planning for individuals, families and businesses. He began his financial career at Thrivent Financial in Charlotte, NC, and was later a Financial Advisor for Wealth Strategies. Before joining Stonebridge Advisors, he was a Wealth Client Advisor at Oakworth Capital Bank.
Jonathan Fargason’s longest registration was 2 years at FSC Securities Corporation (2017–2020). Before joining Navigate Wealth Management in 2024, Jonathan Fargason was registered through FSC Securities Corporation and Thrivent Investment Management Inc.
- – present · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- FSC Securities Corporation– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 7461
- Thrivent Investment Management Inc.– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 18387
Professional designations
Listed by Navigate Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Jonathan Fargason is registered as an investment adviser representative in Alabama, since April 2024.
- AlabamaSince 4 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 May 2015 |
| Series 7 | General Securities Representative Examination | 13 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Luke Fargason
- CRD
- 6451899
- Firm
- Navigate Wealth Management · CRD 173770
- Office
- 1800 PROVIDENCE PARK, SUITE 250, Birmingham, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebridge-advisors.com
Where does Jonathan Fargason work?
Jonathan Fargason is an investment adviser representative registered through Navigate Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Fargason a financial advisor?
Yes. Jonathan Fargason has a current investment-adviser registration in Alabama, through Navigate Wealth Management since April 2024.
How many years of experience does Jonathan Fargason have?
Jonathan Fargason has 7 years in the financial industry, since June 2019, across 3 adviser firms.
What exams has Jonathan Fargason passed?
Jonathan Fargason has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Jonathan Fargason with the SIE, which began in October 2018.
Where did Jonathan Fargason work before Navigate Wealth Management?
Before Navigate Wealth Management, Jonathan Fargason was registered through FSC Securities Corporation, April 2017 to March 2020; Thrivent Investment Management Inc., May 2015 to February 2017.
Where is Jonathan Fargason based?
Jonathan Fargason’s registered office is in Birmingham, AL.
Is Jonathan Fargason registered with FINRA?
No. Jonathan Fargason has no current broker registration.
Is Jonathan Fargason a CFP?
Navigate Wealth Management lists Jonathan Fargason with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: J. Luke Fargason, CFP®, CKA® biography, stonebridge-advisors.com
How can I verify Jonathan Fargason’s record?
Search CRD 6451899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Fargason’s full registration record.
