Unclaimed Profile

Jonathan David Wagner

BLUEMONT CAPITAL ADVISORS, LLC·VIENNA, Virginia

Series 7, Series 63, Series 65Clean record20 years registeredBLUEMONT CAPITAL ADVISORS, LLC

2112A GALLOWS ROAD, VIENNA, VA 22182CRD# 4795457Firm CRD# 149168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan David Wagner · VIENNA, VA

Registration

CRD #4795457 · BLUEMONT CAPITAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WS WEALTH MANAGEMENT, LLC

Jan 2026 – present

WS WEALTH MANAGEMENT, LLC

Jul 2013 – Dec 2025

Vienna, VA

BLUEMONT CAPITAL ADVISORS, LLC

Feb 2010 – Jul 2013

VIENNA, VA

OLD DOMINION CAPITAL MANAGEMENT INC.

Nov 2005 – Oct 2009

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEMONT CAPITAL ADVISORS, LLC

CRD 149168 · SEC 801-72382

AUM

$116M

Regulatory assets under management

Employees

136 client accounts

Services offered by BLUEMONT CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUEMONT CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan David Wagner offer?

Jonathan David Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIENNA, Virginia for a consultation.

What are Jonathan David Wagner's credentials?

Jonathan David Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan David Wagner located?

Jonathan David Wagner is based in VIENNA, Virginia, working with BLUEMONT CAPITAL ADVISORS, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Jonathan David Wagner charge for services?

Jonathan David Wagner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEMONT CAPITAL ADVISORS, LLC?

BLUEMONT CAPITAL ADVISORS, LLC has approximately 2 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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