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Jonathan Lane Curry

49 Financial

Atlanta, GA

Austin, TX

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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-07-03
  • GA RA
    APPROVED
    Since 2023-07-03

Branch Locations

3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 05/2021 07/2024
Thrivent Advisor Network D/B/A 49 Financial Atlanta GA 05/2021 12/2022
Top Dwg Moving Roswell GA 05/2020 05/2021
41 South Creative Kennessaw GA 05/2018 05/2020
Cosmic Delivery Athens GA 03/2019 02/2020
Johnny's Pizza Roswell GA 10/2016 01/2018
Unemployed Marietta GA 01/2011 10/2016
Unemployed Marietta GA 01/2018 05/2018
49 Wealth Management, Llc Austin TX 05/2023 Present
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 Present
  • 05/2021 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2021 → 12/2022
    Thrivent Advisor Network D/B/A 49 Financial
    Atlanta, GA
  • 05/2020 → 05/2021
    Top Dwg Moving
    Roswell, GA
  • 05/2018 → 05/2020
    41 South Creative
    Kennessaw, GA
  • 03/2019 → 02/2020
    Cosmic Delivery
    Athens, GA
  • 10/2016 → 01/2018
    Johnny's Pizza
    Roswell, GA
  • 01/2011 → 10/2016
    Unemployed
    Marietta, GA
  • 01/2018 → 05/2018
    Unemployed
    Marietta, GA
  • 05/2023 → Present
    49 Wealth Management, Llc
    Austin, TX
  • 07/2024 → Present
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Other Businesses

1) 49 Wealth Management, LLC; Investment Related; 3101 Cobb Pkwy SE Suite 124, Atlanta, GA 30339; Registered Investment Adviser; Title - Investment Advisor Representative ; Start - 5/2021; 160 Hrs/Mth; 160 During Trading Hrs; Provide Advice To Clients 2) 49 Financial; Fixed Insurance; non-Investment Related; 3101 Cobb Pkwy SE Suite 124, Atlanta, GA 30339; Fixed/Traditional Insurance; Title - Insurance Agent; Start - 5/2021; 10 Hrs/Mth; 10 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products 3) Financial Independence Group; Fixed Insurance Sales; investment related; 3101 Cobb Pkwy SE Suite 124 Atlanta Georgia 30339; Fixed Insurance Agent; Start date: 2021-05-24; 10 Hrs/mth during trading hours; 2 Hrs/mth outside trading hours. 4) Oakwood Capital Securities; investment related; 3101 Cobb Pkwy SE Suite 124 Atlanta Georgia 30339; Registered Representative; Start: 07/2024; 20 Hrs/mth during trading hours; 5 Hrs/mth outside trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2021-02-19
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2021-02-19
Other Names
  • Lane Curry

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