Supreme Alliance
47yrs
Top advisor by experience in Charlotte
4yrs
Jonathan Faynik
Financial advisor at Earned Wealth Advisors
Jonathan Faynik has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After less than a year at Earned Wealth and two years at Schenley Capital, Jonathan joined Earned Wealth Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Earned Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.64 million
Advisors at the firm46
States licensed ?1 state
Services through Earned Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowEarned Wealth Advisors, LLCCurrent firm
- Sep 2024 – Jan 2025Earned WealthPreviously
- 2023 – 2025Schenley Capital, Inc.Previously
Contact Jonathan
(925) 939-2500Firm headquarters in Walnut Creek, CA. Ask for Jonathan. Charlotte, NCOffice · Get directions Instagram pageEarned Wealth AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Earned Wealth Advisors at (925) 939-2500 and ask for Jonathan Faynik. Jonathan works from the Charlotte, NC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jonathan hold?
Series 65. 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?
Earned Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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