Jon Patrick Ewing
Financial advisor at National Wealth Management Group, LLC · Cincinnati, OH
Last updated 2026-10-10
Claim your profileJon Patrick Ewing is a financial advisor at National Wealth Management Group, LLC in Cincinnati, OH, CRD 2283838. Licenses and exams on the registration: Series 63. IAPD registration began 2006-05-22.
Registration
- CRD number
- 2283838
- Registration status
- Active
- IAPD registration
- 2006-05-22
- Industry Experience
- 20 years
- Work Experience
- 27 years
- States registered
- OH
Licenses and exams
- Series 63
Work history
- 1998-12 to 2017-03 · Metropolitan Life Insurance Company · Akron, OH
- 1998-12 to 2017-03 · Metlife Securities Inc. · Akron, OH
- 2016-07 to 2022-12 · Massmutual Life Insurance Company · Centerville, OH
- 2017-03 to 2022-12 · MML Investors Services, LLC · Centerville, OH
- 2022-12 to Present · Lpl Financial LLC · Cincinnati, OH
- 2022-12 to Present · National Wealth Management Group, LLC · Cincinnati, OH
Current employment
- National Wealth Management Group, LLC · Cincinnati, OH
National Wealth Management Group, LLC
- Regulatory AUM
- $534,944,698
- Registered advisors
- 18
- Offices
- 13
- Clients per advisor
- 73.0 (Moderate)
- Average AUM per client
- $407.1K (Low)
- High-net-worth client ratio
- 10.2% (Low)
National Wealth Management Group, LLC: advisors, services and reported ETF investments
About
Jon Patrick Ewing is a financial advisor at National Wealth Management Group, LLC in Cincinnati, OH. Reported securities licenses include Series 63. The latest record indicates 20 years of industry experience and 27 years of reported work history.
National Wealth Management Group, LLC's firm-level Form ADV reports 18 advisors across 13 offices; approximately 73.0 clients per advisor, average assets per client of $407,112, and regulatory AUM of $534.9M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $206.3M across 114 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jon Patrick Ewing personally.
Reported ETF positions
National Wealth Management reports 114 ETF positions worth $206.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $22.7M |
| IVV — iShares Core S&P 500 ETF | $11.1M |
| TCAF — T. Rowe Price Capital Appreciation Equity ETF | $10.3M |
| QQQ — Invesco QQQ Trust, Series 1 | $8.4M |
| IJH — iShares Core S&P Mid-Cap ETF | $7.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
National Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $2M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $321.1K | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by National Wealth Management Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
11260 Chester Road, Cincinnati, OH 45246-0002
15 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 513-772-2592
- Website: jimlewiswm.com
Official record
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