Jonathan Leftwich has been an investment adviser representative at Networth Asset Management since January 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Leftwich studied at Wichita State University.
Networth Asset Management, Inc is a firm with $103M under management, 245 clients and 1 adviser across 5 offices, as of its March 2026 filing.
Jonathan Leftwich is Associate Financial Advisor of NetWorth Asset Management, Inc., having joined the Gainesville, FL office in June 2022. He has experience in retail banking, mortgage lending and financial services since 2007.
Jonathan Leftwich’s longest registration is the current one, 2 years at Networth Asset Management since 2024.
- Intercarolina Financial Services, Inc.– · under a yearGainsville, FL · Adviser representative · Firm CRD 19475
- – present · 2 yearsThe Villages, FL · Adviser representative · Firm CRD 105145
Investment adviser representative registrations
Jonathan Leftwich is registered as an investment adviser representative in 3 states. The first approvals date from January 2024; the most recent is Minnesota, in February 2024.
- FloridaSince 7 February 2024
- MinnesotaSince 8 February 2024
- PennsylvaniaSince 9 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 September 2023 |
| Series 7TO | General Securities Representative Examination | 15 May 2023 |
| SIE | Securities Industry Essentials Examination | 10 February 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan Michael Leftwich
- CRD
- 7449256
- Firm
- Networth Asset Management · CRD 105145
- Office
- The Villages, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- nwam.net
Where does Jonathan Leftwich work?
Jonathan Leftwich is an investment adviser representative registered through Networth Asset Management, Inc since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Leftwich a financial advisor?
Yes. Jonathan Leftwich has a current investment-adviser registration in Florida, Minnesota and Pennsylvania, through Networth Asset Management since January 2024.
How many years of experience does Jonathan Leftwich have?
Jonathan Leftwich has 2 years in the financial industry, since November 2023, across 2 adviser firms.
What exams has Jonathan Leftwich passed?
Jonathan Leftwich has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2023.
Where is Jonathan Leftwich based?
Jonathan Leftwich’s registered office is in The Villages, FL.
Is Jonathan Leftwich registered with FINRA?
Yes. Jonathan Leftwich has a current broker registration, under CRD 7449256.
Source: FINRA BrokerCheck
How can I verify Jonathan Leftwich’s record?
Search CRD 7449256 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Leftwich’s full registration record.