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PALADIN RESEARCH REPORT FOR:

Jonathan Peyton

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Telephone Advisor
877.501.4796

I. Snapshot

A. Registry Member
  • Since 2016
B. Years of Experience
  • 15
C. College Degrees
  • George Mason University - Bachelors in Economics
  • George Mason University - Executive MBA
  • Georgetown University School of Continuing Studies - Executive Certificate in Financial Planning
D. Certifications
  • CDFA®, CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Horizon Ridge Wealth Management will help you work toward some of life’s most important financial goals like how to re-create your paycheck in retirement, invest intelligently, help family members in their time of need, or even address senior care issues late in life. Our business philosophy is based on trust. We strive to deliver high quality advice with complete transparency. We believe financial planning is more than just numbers…it’s your roadmap to the life you want. We will work closely with you to understand your fears and dreams then outline specific steps to help move you forward. Every conversation we have with our clients is centered around their objectives and our goal-oriented planning process.  From investment strategies to retirement planning, special needs planning to elder care consulting, and changing careers or filing for divorce, it is our belief that planning is a lifetime journey. We help you dream big, invest wisely, and plan for each stage of life.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Jonathan Peyton
B. Main Location
  • 20130 Lakeview Center Plaza
    Suite 400
    Ashburn, Virginia, 20147
C. Additional Locations
  • Ashburn, Virginia
D. Telephone
  • 877.501.4796

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Horizon Ridge Wealth Management, LLC
B. Relationship to Firm
  • Partner
C. Name of RIA
  • LPL Financial, LLC
D. Name of Broker/Dealer
  • LPL Financial, LLC
E. Name(s) of Custodian(s)
  • LPL Financial, LLC

V. Credentials

A. Years of Financial Experience
  • 15 Years
B. College, Degrees, Years
  • George Mason University - Bachelors in Economics
  • George Mason University - Executive MBA
  • Georgetown University School of Continuing Studies - Executive Certificate in Financial Planning
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
E. Firm Credentials
  • Number of professionals 1
  • Average years of experience 15
  • Combined degrees 2
  • Combined certifications 2

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4829058
  • IARD: None
  • Insurance: 694073
E. State Licences
  • Financial Advice, Services for Fees: See List
  • Investment Products for Commission: See List
  • Insurance Products for Commission: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily... View More
    Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Horizon Ridge Wealth Management will help you work toward some of life’s most important financial goals like how to re-create your paycheck in retirement, invest intelligently, help family members in their time of need, or even address senior care issues late in life. Our business philosophy is based on trust. We strive to deliver high quality advice with complete transparency. We believe financial planning is more than just numbers…it’s your roadmap to the life you want. We will work closely with you to understand your fears and dreams then outline specific steps to help move you forward. Every conversation we have with our clients is centered around their objectives and our goal-oriented planning process.  From investment strategies to retirement planning, special needs planning to elder care consulting, and changing careers or filing for divorce, it is our belief that planning is a lifetime journey. We help you dream big, invest wisely, and plan for each stage of life.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Other:
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Our value is based on: - Independent advice that is in our clients' best interests - Engagement models personalized for how you want to work with an advisor - Open architected investment and insurance strategies - Full transparency for all the information that impacts your financial well-being We provide tailored financial planning and investment services that guide you through every phase of your financial life. We fully embrace the CFP Board’s fiduciary standard of care as we deliver customized investment and planning strategies that are based on your specific requirements, concerns, and goals.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Other
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Hourly and Flat Fee services for Divorce Planning, Special Needs Planning, Senior Care Planning, and Employee Benefits Consulting

IX. Certification

Advisor Name
  • Jonathan Peyton
Most Recent Update:
  • Aug 26, 2017

Other

Divorce Planning, Special Needs Planning, Senior Care, Executive Compensation Planning