Insight Advisors
46yrs
Top advisor by experience in Newtown
14yrs
Jonathan Inzero
Financial advisor at Innova Wealth Partners
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office12 Terry Drive Suite 203, Newtown, PA 18940
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Innova Wealth Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2015 – nowInnova Wealth Partners, LLCCurrent firm
- 2013 – 2015Ameriprise Financial Services, LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Innova Wealth Partners at (888) 270-1574 and ask for Jonathan Inzero. Jonathan works from the Newtown, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Innova Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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