Ashburn, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$481,397,453
ClientsTotal clients
2,001
AdvisorsAdvisors at this office
2
Of 129 advisors across 107 offices
Location
44679 Endicott Dr, Ste 300
Ashburn VA 20147
Advisors at this office
2
Advisors at this office
Jonathan W
Series 63, Series 65
Ashburn, VA
IP Financial Advisory Services LLC
Jonathan Wright is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has a diverse background including roles at the Department of Defense since 2009 and leadership positions in several financial services and entrepreneurial ventures. Outside of his advisory work, Wright is CEO of All Can Thrive LLC, which offers business educational courses for entrepreneurs, and serves as a trustee for First Mount Zion Baptist Church. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm offers personalized investment strategies and discretionary management, with an emphasis on non–high-net-worth investors and retirement plan participants.
Johnny L
Series 63, Series 65
Ashburn, VA
IP Financial Advisory Services LLC
Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.
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