JM
CFP · ChFC
JM
CFP · ChFC

Jonathan Murphy

15 Years of Experience
Irvine, CA
BrokerSells Insurance

Jonathan Murphy is a CFP, ChFC-designated registered investment advisor, based in Irvine, CA, with 15 years of industry experience.

Location

9870 Research Drive, Irvine, CA, 92618

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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.

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Other Business ActivitiesSells Insurance

Jonathan is an insurance agent involved in insurance/benefits/human resources, dedicating minimal time to this. He also owns Murphy Motor Company, a private company dealing in race motorcycles and automobiles, also dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2025 - Present · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
April 2025 - Present · 1 yr 1 mo
Cooper Mcmanus
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2011 - May 2025 · 14 yrs 2 mos
State Registrations7 states
AZCADCINNVOHWA
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.
Jonathan Murphy - Financial Advisor | TrueAdvisor