Jonathan Kurtz
Jonathan Kurtz is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mclean, VA, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8200 Greensboro Drive, Suite 625, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is part owner of Kurtz, Connor, Browning & Phillips, LLC (KCBO, LLC), a DBA for sales of securities and fixed products. He is also an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
J.P. Atkinson & Associates, INC.
Voya Financial Advisors, INC.Broker
Fortis Investors, INC.Broker
State Registrations41 states
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