Unclaimed Profile

Jonathan Wayne Coartney

CHURCHILL FINANCIAL ADVISORS, LLC·LOUISVILLE, Kentucky

SIE, Series 4, Series 7TO, Series 14, Series 24, Series 27, Series 66Clean record3 years registeredCHURCHILL FINANCIAL ADVISORS, LLC

312 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222-4925CRD# 7682055Firm CRD# 333071

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Wayne Coartney · LOUISVILLE, KY

Registration

CRD #7682055 · CHURCHILL FINANCIAL ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

CHURCHILL FINANCIAL ADVISORS, LLC

Jan 2025 – present

CHURCHILL FINANCIAL, LLC

Feb 2023 – Jul 2025

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7TO

Series 14

Series 24

Series 27

Series 66

Registration record

First registered · February 28, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHURCHILL FINANCIAL ADVISORS, LLC

CRD 333071 · SEC 801-131738

Employees

Total firm employees

Services offered by CHURCHILL FINANCIAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHURCHILL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Wayne Coartney offer?

Jonathan Wayne Coartney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Jonathan Wayne Coartney's credentials?

Jonathan Wayne Coartney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Wayne Coartney located?

Jonathan Wayne Coartney is based in LOUISVILLE, Kentucky, working with CHURCHILL FINANCIAL ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jonathan Wayne Coartney charge for services?

Jonathan Wayne Coartney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHURCHILL FINANCIAL ADVISORS, LLC?

CHURCHILL FINANCIAL ADVISORS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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