Jon Scott Gwatney
Investment adviser representative at Prime Capital Financial
12 yearsExperience
2 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Jon Scott Gwatney? 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 feePerformance-basedOther
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
12 years in the industry.
- Prime Capital FinancialJul 2022 to now
- Prime Capital Investment Advisors, LLCJul 2022 to now
- Burns Estate PlanningJul 2019 to now
- Burns Wealth AdvisorsJul 2019 to Jun 2022
- Ae Wealth Management, LLCJul 2019 to Apr 2020
- Bank of America, N.A.Nov 2014 to Jul 2019
- Merrill LynchNov 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 5956771
- Firm CRD
- 288712