Jonathan Curry (CRD# 7376926) is an Investment Advisor Representative working at 49 Financial in Atlanta, GA and has over 3 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 49 Wealth Management, LLC | Austin, TX | May 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2021 - Current | 3 |
| Thrivent Advisor Network D/b/a 49 Financial | Atlanta, GA | May 2021 - Dec 2022 | 1 |
| Top Dwg Moving | Roswell, GA | May 2020 - May 2021 | 1 |
| 41 South Creative | Kennessaw, GA | May 2018 - May 2020 | 2 |
| Cosmic Delivery | Athens, GA | Mar 2019 - Feb 2020 | < 1 |
| Unemployed | Marietta, GA | Jan 2018 - May 2018 | < 1 |
| Johnny's Pizza | Roswell, GA | Oct 2016 - Jan 2018 | 1 |
| Unemployed | Marietta, GA | Jan 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- GA
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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