Jonathan Durant (CRD# 3026075) is an Investment Advisor Representative working at Durant Financial Planning LLC in West Milford, NJ and has over 25 years of experience in the finance industry. Jonathan Durant 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Durant Financial Planning LLC | West Milford, NJ | Nov 2019 - Current | 4 |
| Durant Financial Planning LLC | West Milford, NJ | Sep 2019 - Current | 4 |
| Unemployed | West Milford, NJ | May 2019 - Aug 2019 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Apr 2019 | < 1 |
| Fidelity Brokerage Services, Inc. | Paramus, NJ | Jun 1999 - Apr 2019 | 19 |
| Strategic Advisers | Paramus, NJ | Sep 2000 - Jul 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management18MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$219,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NJ
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