Jonathan Wayne Harrier
Investment adviser representative at Cfg Wealth Management Services Inc
24 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$110.2MFirm assets
Are you Jonathan Wayne Harrier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Cfg Wealth Management Services IncAug 2009 to now
- Cfg Wealth Mgmt Services IncMar 2002 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, IN, TX).
Cfg Wealth Management Services Inc
$110.2MAssets managed
68Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2940130
- Firm CRD
- 108351