Jonathan Alan Phelan

Current Employers

Waterford Financial Management, Llc

9834 Dixie Hwy., Fair Haven, MI 48023 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

9834 Dixie Hwy., Fair Haven, MI 48023 • United States

New Baltimore, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waterford Financial Management, Llc	Anchorville	MI	02/2007	Present

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.

Current Employers

Waterford Financial Management, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews