Jon Courtney (CRD# 4705452) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has over 20 years of experience in the finance industry. Jon Courtney 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# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Our Wealth Guides, Inc. | Westlake Village, CA | Jul 2018 - Current | 5 |
| Avalon, LLC | Santa Barbara, CA | Mar 2016 - Nov 2019 | 3 |
| Alexandria Capital LLC | Westlake Village, CA | May 2013 - Apr 2016 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
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- CA
- TX
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Total Assets Under Management170MILLIONS
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Total Number of Accounts414ACCOUNTS
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Average Account Value$411,761
- 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
- Educational seminars/workshops
CA, NJ, TX
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