JH
CFP
JH
CFP
Jonathan Hurley is a CFP-designated registered investment advisor, based in Keller, TX, with 14 years of industry experience.
Location
1670 Keller Parkway, Ste 200, Keller, TX, 76248
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Regulatory History (1)
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Employment Separation After Allegations
April 2018Other Business ActivitiesSells Insurance
Jonathan owns rental property and is an advisory representative of a RIA. He is also an independent insurance agent for various companies and an Investment Advisor Representative at Granite Financial Group, dedicating full-time hours to this role. Additionally, Jonathan is a Director at Riverstone Church, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
January 2020 - Present · 6 yrs 6 mos
Cambridge Investment Research, INC.Broker
January 2020 - Present · 6 yrs 6 mos
Cambridge Investment Research Advisors, INC.
April 2019 - Present · 7 yrs 3 mos
Previous Registrations
Strategic Advisers LLC
June 2011 - May 2018 · 6 yrs 11 mos
Fidelity Brokerage Services LLCBroker
September 2010 - May 2018 · 7 yrs 8 mos
State Registrations4 states
ALOKTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.