Jonathan Nathaniel Durr
Investment adviser representative at Aegis Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$216.5MFirm assets
7 yearsFirm in business
Are you Jonathan Nathaniel Durr? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Aegis Wealth Management, Inc.Apr 2023 to now
- Foundational Wealth PartnersApr 2023 to now
- Brookstone Capital Management LLCDec 2015 to Apr 2023
- Fine Future FinancialJan 2013 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
7 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
- 6590932
- Firm CRD
- 301990