Jonathan Furey
Jonathan Furey is a registered investment advisor at Cetera Investment Advisers LLC, based in Northborough, MA, with 23 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
113 West Main Street, Northborough, MA, 01532
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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 provides accounting services, tax preparation, and property & casualty insurance as a sales representative, dedicating about a quarter of his time to insurance and nearly full-time to tax and accounting. He is also the President and Owner of Furey Insurance Agency, selling P&C, commercial, and health insurance, spending about 10-20% of his time on this. Additionally, Jonathan is a co-owner of Willington Financial (tax & accounting) and rental property, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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