JC
JC

Jonathan Curry

4 Years of Experience
Atlanta, GA
BrokerSells Insurance

Jonathan Curry is a registered investment advisor, based in Atlanta, GA, with 4 years of industry experience.

Location

3101 Cobb Pkwy SE, Suite 124, Atlanta, GA, 30339

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jonathan is an Investment Advisor Representative at 49 Wealth Management, LLC since 2021, dedicating full-time hours. He also works as an insurance agent for 49 Financial and Financial Independence Group, spending a few hours per week on fixed insurance sales, and is a Registered Representative at Oakwood Capital Securities, spending about 10-20% of his time there.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - Present · 1 yr 10 mos
49 Financial
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2021 - January 2024 · 2 yrs 8 mos
State Registrations4 states
GAKYTXVA
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.