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Jonathan David Wagner

BLUEMONT CAPITAL ADVISORS, LLC·VIENNA, Virginia
Clean recordBLUEMONT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan David Wagner is a registered financial advisor based in VIENNA, Virginia, affiliated with BLUEMONT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BLUEMONT CAPITAL ADVISORS, LLC
BLUEMONT CAPITAL ADVISORS, LLC
AUM
$116M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BLUEMONT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4795457
Firm CRD# 149168
View on FINRA BrokerCheck →

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05

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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Other Advisors at BLUEMONT CAPITAL ADVISORS, LLC

Mark Vincent Stys
VIENNA, VA
Carolyn Eve Stys
VIENNA, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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