Jonathan Nathaniel Durr

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 04/2023
  Fine Future Financial
  Beaumont, TX
• 12/2015 → 04/2023
  Brookstone Capital Management Llc
  Beaumont, TX
• 04/2023 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 04/2023 → Present
  Foundational Wealth Partners
  Beaumont, TX

Previous Registrations

• 2015-12-08 → 2023-04-27
  Brookstone Capital Management Llc
  Beaumont, TX
  Wheaton, IL

Other Businesses

1.)Life Insurance and fixed insurance based business, such as annuities and long term care insurance. I work with Foundational Wealth Partners in this regard. Address is: 985 IH-10 North, Suite 110H, Beaumont, TX 77706. This is an independent insurance business that provides fixed financial products and estate planning services. I am an agent. My duties include meeting with clients and implementing fixed financial products so that they can meet their financial goals. I am also a consumer specialist with MasterCare America, focusing on providing long term insurance coverage to clients across the country. 2.) Grand Terebinth Enterprises LLC; Not Investment Related; Beaumont, TX; LLC that will be paid for my insurance commissions and advisory fees; State Date 2023; Approx. 0 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-14

Other Names

• Jonathan N. Durr