Jonathan Peyton

Reston Branch 
1800 Robert Fulton Drive, Reston, VA 20191
Direct: 703-871-5965 
Email: jonathan.peyton@invpro.com

Jonathan Peyton comes to Access Investment Services with more than ten years of experience in the financial services industry. As a wealth advisor, Jonathan believes in being each client's personal CFO and is responsible for providing customized comprehensive wealth management solutions. He joins AIS after spending five years with Fidelity Investments in Tyson's Corner, Virginia. As an Account Executive at Fidelity, he worked closely with each client, helping advise approximately $330 million in such areas as portfolio construction and analysis, retirement planning, tax planning, estate analysis and more. Prior to Fidelity, Jonathan was a financial advisor with Ameriprise Financial focusing on holistic planning and portfolio construction. With a focus on the client's investment needs, Jonathan helped evaluate the income tax, gift and estate planning aspects of the client's overall wealth management plan. He helped clients develop an asset allocation strategy and managed the implementation and monitoring process. Before Ameriprise, he worked for New York Life as a Financial Representative spending most of his time helping clients with protection and estate planning. Prior to New York Life he worked for Merrill Lynch helping advisors with research and marketing.

Jonathan hold a Bachelor's of Arts in Economics from George Mason University. He later studied at Georgetown University's Arlington campus where he acquired an Executive Certificate in Financial Planning. Jonathan also holds the Certified Financial Planner™ designation. He currently resides in Leesburg, VA with his wife and children.