Jonathan Gurney (CRD# 5829803) is an Investment Advisor Representative working at Access Wealth Group, LLC in Dublin, OH and has over 12 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Wealth Group, LLC | Dublin, OH | Aug 2023 - Current | < 1 |
| Gurney Financial, LLC | Granville, OH | Mar 2015 - Aug 2023 | 8 |
| Alliance Data Card Servives | Columbus, OH | Mar 2015 - Sep 2016 | 1 |
| Cetera Investment Advisors LLC | Schaumburg, IL | Feb 2014 - Mar 2015 | 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
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- OH
- TX
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Total Assets Under Management21MILLIONS
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Total Number of Accounts410ACCOUNTS
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Average Account Value$51,439
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
OH, TX
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