Jonathan Donnaway, financial advisor Durango CO

Jonathan Donnaway

CRD Number: 4600726
Current Firm: Ica Group Wealth Management, LLC

Jonathan Donnaway (CRD# 4600726) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Durango, CO and has over 21 years of experience in the finance industry. Jonathan Donnaway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ica Group Wealth Management, LLC Durango, CO Mar 2022 - Current 2
Lpl Financial LLC Durango, CO Nov 2017 - Current 6
Self-employed Durango, CO Dec 2006 - Current 17
Investment Centers Of America Durango, CO Sep 2007 - Nov 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jonathan R. Donnaway
Phone Number: 720-758-8000
Firm Website: http://www.willsonco.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    6,308
    ACCOUNTS
  • Average Account Value
    $184,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY

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