Jon Westfall Courtney

Current Employers

Village Wealth Advisors

2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-24
TX	RA	APPROVED_RES	2022-03-07

CA RA
APPROVED

Since 2025-12-24
TX RA
APPROVED_RES

Since 2022-03-07

Branch Locations

2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States

Disclosures

1 disclosure category 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 No

Employment History

Organization	City	State	From	To
Avalon, Llc	Santa Barbara	CA	03/2016	11/2019
Our Wealth Guides, Inc.	Westlake Village	CA	07/2018	Present

03/2016 → 11/2019

Avalon, Llc

Santa Barbara, CA
07/2018 → Present

Our Wealth Guides, Inc.

Westlake Village, CA

Previous Registrations

2016-03-04 → 2019-11-08

Avalan, Llc

Westlake Village, CA

Santa Barbara, CA
2012-10-30 → 2016-04-07

Alexandria Capital

Woodland Hills, CA

Arlington, VA

Westlake Village, CA
2011-01-04 → 2013-12-31

Summit Wealth Management, Inc

Beverly Hills, CA
2008-08-26 → 2010-09-15

Kestra Investment Services, Llc

Beverly Hills, CA
2006-05-17 → 2007-04-16

Banc Of America Investment Services, Inc.

Westlake Village, CA

Westlake, CA

Westlake, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-05-24
S63	Uniform Securities Agent State Law Examination	2003-10-01

S65 Uniform Investment Adviser Law Examination

2006-05-24
S63 Uniform Securities Agent State Law Examination

2003-10-01

Designations

Other Names

Jon W. Courtney
Jon W. Courtney

View on SEC IAPD

Current Employers

Village Wealth Advisors

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews