Gurney Financial

Gurney Financial (CRD# 175008) is a financial advisory firm headquartered in , . They manage $8,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $80,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Gurney Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan M. Gurney
CRD#: 5829803
Westerville, OH
93
Wealthminder
score

Jonathan Gurney (CRD# 5829803) is an Investment Advisor Representative working at Gurney Financial in Westerville, OH and has over 6 years of experience in the finance industry.

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