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Jonathan W
CFA®, Series 65
Lexington, SC
Wayfinder Wealth Warriors LLC
Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.
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