Jonathan Furey, financial advisor Northborough MA

Jonathan Furey

CRD Number: 4538024
Current Firm: Cetera Investment Advisers LLC

Jonathan Furey (CRD# 4538024) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Northborough, MA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Nov 2007 - Current 16
Cetera Financial Specialists LLC Schaumburg, IL May 2002 - Current 21
Mccarthy, Hargrave And Co Worcester, MA Nov 1996 - Current 27
Furey Insurance Agency Worcester, MA Jan 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Jonathan Furey
Phone Number: 888-528-2987
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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