Jon E Gauthier
Investment adviser representative at Colarion
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$188.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Colarion LLCDec 2023 to now
- Jhh Wealth, LLCSep 2019 to now
- Allen C. Ewing & Co.Jul 2017 to Sep 2024
- Great Lakes Atlantic Wealth Management and Advisory PartnersJun 2017 to Sep 2019
- Visionquest Wealth Management, LLCDec 2016 to May 2017
- Ameriprise FinancialMay 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Colarion
Legal name: Colarion LLC
$188.3MAssets managed
96Clients
3Advisers
2 yearsIn 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
- 5397385
- Firm CRD
- 284588