Jonathan Pearson has been an investment adviser representative at Wealth Advisors of Iowa since December 2019, and is not listed among the firm’s executive officers or direct owners.
Wealth Advisors of Iowa, LLC is a West Des Moines, IA firm with $539M under management, 550 clients and 4 advisers in one office, as of its March 2026 filing.
Jonathan Pearson is Partner of Wealth Advisors of Iowa (WAI). He is a financial advisor who provides comprehensive financial planning and wealth management services to working professionals, executives and business owners. His specialized services include risk management, retirement strategies, tax planning strategies, estate planning and money management.
Jonathan Pearson’s longest registration was 8 years at Securian Financial Services, Inc. (2005–2013). Before joining Wealth Advisors of Iowa in 2019, Jonathan Pearson was registered through LPL Financial LLC and Visionpoint Advisory Group.
- Wealth Advisors of Iowa, LLCCurrent– present · 6 yearsWest Des Moines, IA · Adviser representative · Firm CRD 115088
- LPL Financial LLC– · 6 yearsWest Des Moines, IA · Adviser representative · Firm CRD 6413
- Visionpoint Advisory Group– · 6 yearsDallas, TX · Adviser representative · Firm CRD 168733
- Securian Financial Services, Inc.– · 8 yearsWest Des Moines, IA · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Jonathan Pearson is registered as an investment adviser representative in 2 states. The first approvals date from December 2019; the most recent is Texas, in November 2020.
- IowaSince 13 December 2019
- TexasSince 13 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 December 2004 |
| Series 7 | General Securities Representative Examination | 13 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Chapman Pearson
- CRD
- 4880296
- Firm
- Wealth Advisors of Iowa · CRD 115088
- Office
- 1601 WEST LAKES PARKWAY, SUITE 200, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waiowa.com
Where does Jonathan Pearson work?
Jonathan Pearson is an investment adviser representative registered through Wealth Advisors of Iowa, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Pearson a financial advisor?
Yes. Jonathan Pearson has a current investment-adviser registration in Iowa and Texas, through Wealth Advisors of Iowa since December 2019.
How many years of experience does Jonathan Pearson have?
Jonathan Pearson has 21 years in the financial industry, since December 2004, across 4 adviser firms.
What exams has Jonathan Pearson passed?
Jonathan Pearson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2004. FINRA credited Jonathan Pearson with the SIE, which began in October 2018.
Where did Jonathan Pearson work before Wealth Advisors of Iowa?
Before Wealth Advisors of Iowa, Jonathan Pearson was registered through Securian Financial Services, Inc., January 2005 to October 2013.
Where is Jonathan Pearson based?
Jonathan Pearson’s registered office is in West Des Moines, IA.
Is Jonathan Pearson registered with FINRA?
No. Jonathan Pearson has no current broker registration.
How can I verify Jonathan Pearson’s record?
Search CRD 4880296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Pearson’s full registration record.
