Broker Check
Jonathan  Wright

Jonathan Wright

Managing Partner | Financial Strategist

Jonathan Wright is a highly skilled licensed financial professional and registered investment advisor with an impressive track record spanning over ten years. Throughout his career, he has honed his expertise in financial coaching, mortgage consulting, business strategy consulting, and financial analysis, working closely with corporate, private, and government organizations.

Jonathan’s financial background and analytical skills have been instrumental in resolving complex issues for these organizations, leading to substantial cost savings and increased profit margins. Now, his focus has shifted towards utilizing his extensive financial knowledge to help individuals achieve their financial goals, create a lasting legacy, and generate wealth.

Prior to his current role, Jonathan held various positions with notable organizations such as the Department of Defense, Northrop Grumman, NVR Mortgage and faith-based organizations. These experiences have provided him with a deep understanding of the intricacies of leadership in the financial landscape, allowing him to offer invaluable insights to his clients.

Jonathan is an alumnus of Hampton University, where he graduated Magna Cum Laude with a Bachelor of Science in Finance. Recognizing the importance of continuous learning and professional growth, he also earned an Executive MBA from the prestigious University of Maryland, Smith School of Business, graduating at the top of his class.

Beyond his professional pursuits, Jonathan finds immense fulfillment in cherishing precious moments with his family, actively participating in his church community, and giving back to society. He demonstrates his commitment to financial education by teaching impactful financial literacy courses within his community, equipping individuals with the tools and knowledge needed to make informed financial decisions.

With his unwavering dedication, extensive expertise, and a vision for building legacies, Jonathan Wright stands as a trusted financial visionary. He is poised to guide you on your journey to financial prosperity, leaving behind a lasting legacy for generations to come.


  • Life and Health
  • Series 6, 63, 65
  • First Mount Zion Baptist Church Money Smart Ministry Leader & Trustee