Jonathan Furey

Current Employers

Employment History

• 05/2002 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/1996 → Present
  Mccarthy, Hargrave And Co
  Worcester, MA
• 11/2007 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/1986 → Present
  Furey Insurance Agency
  Worcester, MA
• 01/2018 → Present
  Willington Financial
  Tolland, CT

Other Businesses

1) MCCARTHY HARGRAVE AND CO/FUREY INSURANCE AGENCY - PROVIDE ACCOUNTING SERVICES, PUBLIC ACCOUNTING, INCOME TAX PREPERATION, PROVIDE PROPERTY & CASUALTY INSURANCE - POSITION IS SALES REP, AND THE DUTIES ALONG WITH THIS POSITION INCLUDE ACCOUNTING - WEEKLY HRS WORKED: INSURANCE SIDE-10, TAX & ACCOUNTING SIDE-37.5. 2)MCCARTHY HARGRAVE WEALTH MANAGEMENT; 303 MAIN STREET, 1ST FLOOR, WORCESTER, MA; BUSINESS-WEALTH MANAGEMENT; VICE PRESIDENT/ADVISOR SINCE 7/09; 10 HRS/WK; DUTIES-FINANCIAL ADVISOR: 3) FUREY INSURANCE AGENCY; NOT INV REL; WORCESTER, MA; P&C, COMMERCIAL, HEALTH INS SALES; PRESIDENT AND OWNER; START DATE 1986; 20 HRS/MTH: 4) NAME OF OTHER BUSINESS: WILLINGTON FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: 384 MERROW RD, TOLLAND, CT 06084; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PREPARE TAXES & BOOKKEEPING; 5) NAME OF OTHER BUSINESS: JONATHAN & KELLY FUREY; INVESTMENT RELATED: NO; ADDRESS: 232 LAKE ST, BRIGHTON, MA 02135; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 7/2018; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT MONTHLY RENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-07
• S63 Uniform Securities Agent State Law Examination
  2003-01-06