Jon H. Deal

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CRD#: 5459021

Professional summary

Jon Harvey Deal was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jon is a previously registered financial advisor and started their career in finance in 2007. Prior to being barred, Jon had worked at 1 firm, which includes WILSON PRICE WEALTH MANAGEMENT LLC.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

December 13, 2007 - November 28, 2011

WILSON PRICE WEALTH MANAGEMENT, LLC

RIA

CRD#: 140107

MONTGOMERY, AL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

WILSON PRICE WEALTH MANAGEMENT, LLC

ICS | INVESTMENT CONSULTING SERVICES, LLC | WILSON PRICE ASSET MANAGEMENT, LLC | WILSON PRICE WEALTH MANAGEMENT, LLC

CRD#: 140107 / SEC#: 801-70258

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Contact information

Main Address

3815 Interstate Court, Montgomery, AL 36109

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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