Unclaimed Profile

Jonathan Wayne Coartney

CHURCHILL FINANCIAL ADVISORS, LLC·LOUISVILLE, Kentucky

Clean recordCHURCHILL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Wayne Coartney is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with CHURCHILL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CHURCHILL FINANCIAL ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHURCHILL FINANCIAL ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7682055

Firm CRD# 333071

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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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