Jon
Courtney
Village Wealth Advisors
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About this Advisor
Jon Courtney is a certified financial planner working in Westlake Village, California with 5 years of industry experience. Courtney works at Village Wealth Advisors. Over the course of their career, they have held roles at Alexandria Capital, Purshe Kaplan Sterling Investments, Alexandria Capital LLC, Our Wealth Guides, Inc and Avalon, LLC. Courtney has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Village Wealth Advisors is a firm based out of Westlake Village, CA. It oversees $133 million in assets under management among its 338 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 338 accounts, 28% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on the financial services provided. Fee types billed by Village Wealth Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Village Wealth Advisors Brokerage Details
$132,848,490
3
338
$393,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jon Courtney Work History
Jon has been registered as a financial advisor for 5 years.*
Our Wealth Guides, Inc
Avalon, LLC
Purshe Kaplan Sterling Investments
Alexandria Capital LLC
Alexandria Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Courtney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Village Wealth Advisors
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
