JD
Jonathan N. Durr
AEGIS WEALTH MANAGEMENT
Beaumont,, TX 77706
Some features on this profile are disabled
CRD#: 6590932
JD
Professional summary
Jonathan Nathaniel Durr, who also goes by Jonathan N. Durr, is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Beaumont,, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan N. Durr
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.
1.)Life Insurance and fixed insurance based business, such as annuities and long term care insurance. I work with Foundational Wealth Partners in this regard. Address is: 985 IH-10 North, Suite 110H, Beaumont, TX 77706. This is an independent insurance business that provides fixed financial products and estate planning services. I am an agent. My duties include meeting with clients and implementing fixed financial products so that they can meet their financial goals. I am also a consumer specialist with MasterCare America, focusing on providing long term insurance coverage to clients across the country. 2.) Grand Terebinth Enterprises LLC; Not Investment Related; Beaumont, TX; LLC that will be paid for my insurance commissions and advisory fees; State Date 2023; Approx. 0 hours/month
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Nathaniel Durr'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®
NoneExperience
Current
April 24, 2023 - Present
AEGIS WEALTH MANAGEMENT, INC.
Office #1: 985 Interstate 10 N Suite 110h, Beaumont,, TX 77706RIA
CRD#: 301990
Beaumont,, TX
Past
December 8, 2015 - April 27, 2023
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Beaumont, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 Approved)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
Texas(4/24/2023)
Current Firm
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
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Contact information
Main Address
317 State Street, Guthrie Center, IA 50115
Mailing Address
Phone number
(833) 483-8383
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
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