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Jonathan Wayne Coartney

CHURCHILL FINANCIAL ADVISORS, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
312 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222-4925CRD# 7682055Firm CRD# 333071
01

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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHURCHILL FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7682055
Firm CRD# 333071
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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