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Jonathan Patrick Durant

Durant Financial Planning LLC

West Milford, NJ

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Current Employers
Durant Financial Planning Llc

West Milford, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-01-22
  • NJ RA
    APPROVED
    Since 2020-01-22

Branch Locations

West Milford, NJ • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Paramus NJ 06/1999 04/2019
Strategic Advisers Paramus NJ 09/2000 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2019
Durant Financial Planning Llc West Milford NJ 09/2019 Present
Durant Financial Planning Llc West Milford NJ 11/2019 Present
Unemployed West Milford NJ 05/2019 08/2019
  • 06/1999 → 04/2019
    Fidelity Brokerage Services, Inc.
    Paramus, NJ
  • 09/2000 → 07/2018
    Strategic Advisers
    Paramus, NJ
  • 07/2018 → 04/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2019 → Present
    West Milford, NJ
  • 11/2019 → Present
    West Milford, NJ
  • 05/2019 → 08/2019
    Unemployed
    West Milford, NJ
Previous Registrations
  • 2018-07-13 → 2019-04-17
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2002-06-12 → 2018-07-13
    Paramus, NJ
Other Businesses

The name of the other business: Jonathan Durant Whether the business is investment-related: No The nature of the other business: Rental Property Your position, title, or relationship with the other business: Landlord The start date of your relationship: 09/2015 The approximate number of hours/month you devote to the other business: 3 The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Rental Property The name of the other business: Durant Financial Protection Whether the business is investment-related: Yes The nature of the other business: Insurance Your position, title, or relationship with the other business: Chief Compliance Officer The start date of your relationship: 9/24/19 The approximate number of hours/month you devote to the other business: 5 The number of hours you devote to the other business during securities trading hours: 5 Briefly describe your duties relating to the other business: Insurance sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-13
S63 Uniform Securities Agent State Law Examination 1998-08-17
  • S66 Uniform Combined State Law Examination
    2000-11-13
  • S63 Uniform Securities Agent State Law Examination
    1998-08-17
Designations
Other Names
  • Jon Durant

View on SEC IAPD

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