Jonathan P. Durant

DURANT FINANCIAL PLANNING LLC

West Milford, NJ

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CRD#: 3026075

Professional summary

Jonathan Patrick Durant, CFP®, who also goes by Jon Durant, is a registered financial advisor currently at DURANT FINANCIAL PLANNING LLC located in West Milford, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jonathan has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Durant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The name of the other business: Jonathan Durant Whether the business is investment-related: No The nature of the other business: Rental Property Your position, title, or relationship with the other business: Landlord The start date of your relationship: 09/2015 The approximate number of hours/month you devote to the other business: 3 The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Rental Property The name of the other business: Durant Financial Protection Whether the business is investment-related: Yes The nature of the other business: Insurance Your position, title, or relationship with the other business: Chief Compliance Officer The start date of your relationship: 9/24/19 The approximate number of hours/month you devote to the other business: 5 The number of hours you devote to the other business during securities trading hours: 5 Briefly describe your duties relating to the other business: Insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Patrick Durant's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 22, 2020 - Present

DURANT FINANCIAL PLANNING LLC

RIA

CRD#: 306246

West Milford, NJ

Past

July 13, 2018 - April 17, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

June 12, 2002 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PARAMUS, NJ

Past

June 11, 1999 - April 17, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PARAMUS, NJ

Past

July 9, 1998 - May 14, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 9, 1998 - May 14, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(1/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/1998

General Securities Representative Examination

Current Firm

DURANT FINANCIAL PLANNING LLC

CRD#: 306246 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/22/2020 Approved)

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Contact information

Main Address

West Milford, NJ

Mailing Address

Phone number

(201) 602-6734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 22,173,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan P. Durant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Patrick Durant's CRS (Customer Relationship Summary).

Certified licenses

Experience

DURANT FINANCIAL PLANNING LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2000

Series 63

Date: 8/17/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/8/1998

Current Firm

DURANT FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DURANT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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