Jonathan M. Gurney

ACCESS WEALTH GROUP

Granville, OH

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CRD#: 5829803

Professional summary

Jonathan Micah Gurney, ChFC® is a registered financial advisor currently at ACCESS WEALTH GROUP, LLC located in Granville, Ohio.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Jonathan M. Gurney, ChFC� is licensed to sell life, health, disability, and long-term care insurance, and may engage in product sales with our clients, for which he will receive additional compensation. Any commissions received through insurance sales do not offset advisory fees the client may pay for advisory services under Access Wealth Group. Jonathan M. Gurney, ChFC� is a Basketball Official for the Ohio High-School Athletic Association (OHSAA) and earned his license in October of 2016. Officiating Basketball is a non-investment related activity that takes place outside of normal business hours. Traditionally, a basketball season lasts from November to February. Jonathan M. Gurney, ChFC� is an exercise class instructor at YMCA. This activity is a non-investment related activity and typically on average requires about 1 hour per week outside of normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Micah Gurney'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 24, 2023 - Present

ACCESS WEALTH GROUP, LLC

RIA

CRD#: 327982

Granville, OH

Past

March 5, 2015 - November 7, 2023

GURNEY FINANCIAL

RIA

CRD#: 175008

GRANVILLE, OH

Past

February 27, 2014 - March 6, 2015

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

JOHNSTOWN, OH

Past

December 11, 2013 - March 6, 2015

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

JOHNSTOWN, OH

Past

November 15, 2010 - December 10, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LEXINGTON, OH

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

Ohio
(1/3/2024)

IAR

Texas
(8/24/2023)

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

Series 63

Date: 6/11/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCESS WEALTH GROUP, LLC

CRD#: 327982 / SEC#:

Ohio

Registered Investment Advisory firm - (10/3/2023 Approved)

Texas

Registered Investment Advisory firm - (8/24/2023 Conditional Restricted)

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Contact information

Main Address

25 North St., Dublin, OH 43017

Mailing Address

Phone number

(614) 285-4777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 20,100,000

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 M. Gurney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Micah Gurney's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCESS WEALTH GROUP, LLC

GURNEY FINANCIAL

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/2011

SIE

Date: 3/6/2015

Series 7

Date: 6/5/2014

Series 6

Date: 11/12/2010

Current Firm

ACCESS WEALTH GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACCESS WEALTH GROUP, LLC

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