Jonathan David Jurus

Thornburg Investment Management INC

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Thornburg Investment Management INC

Compensation

Fee-Only (AUM)

Firm Size

29 advisors

Number of Clients

705 clients

Average Client Portfolio

$64.2M average

Assets Under Management

$45.3B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Beverly Hills, MI

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Thornburg Investment Management INC

April 2016 - Present · 9 yrs 10 mos

Thornburg Securities LLC

April 2016 - Present · 9 yrs 10 mos

Thornburg Securities LLCBroker

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Neuberger Berman LLC

February 2012 - March 2016 · 4 yrs 1 mo

Neuberger Berman LLCBroker

February 2012 - March 2016 · 4 yrs 1 mo

Manulife Asset Management (US) LLC

May 2007 - February 2012 · 4 yrs 9 mos

John Hancock Advisers, LLC

April 2007 - December 2010 · 3 yrs 8 mos

John Hancock Funds, LLCBroker

March 2007 - February 2012 · 4 yrs 11 mos

Putnam Retail Management Limited PartnershipBroker

March 2004 - March 2007 · 3 yrs

Mercer Allied Company, L.P.Broker

March 2003 - January 2004 · 10 mos

State Registrations3 states

INMINM

AdvisorBrokerBoth

Exams

No exam information available for this advisor.