Jonathan Alan Phelan

Employer firm

Waterford Financial Management, LLC CRD 143810

$44.0M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → Present
  Waterford Financial Management, Llc
  Anchorville, MI

Other Businesses

DIRECTOR, THOMPSON-PHELAN GROUP, INC., NON-INVESTMENT RELATED, 9834 DIXIE HWY., ANCHORVILLE, MI 48004, GENERAL CONTRACTOR, JUNE 2007, 4 HOURS PER MONTH ALL DURING TRADING HOURS, OVERSEE AND PROVIDE GUIDANCE TO FIRM MANAGEMENT FOR THE OPERATIONS OF THE FIRM. MEMBER OF Dixieville Leasing Co., LLC. This is a real estate investing and management business. I spend about 4 hours per year on bookkeeping duties.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Phelan