Jonathan Robert Kurtz

Current Employers

Employment History

• 08/1994 → Present
  Independent Insurance Agent
  Mclean, VA
• 01/1999 → Present
  Ind. Insurance Agent
  Mclean, VA
• 06/1997 → Present
  Coudoun County Adult Education
  Vienna, VA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Vienna, VA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-11-10 → 2021-06-09
  Voya Financial Advisors, Inc.
  Windsor, CT
  Windsor, CT
  Vienna, VA
• 1998-04-14 → 2003-08-29
  J.P. Atkinson & Associates, Inc.
  Vienna, VA

Other Businesses

1) NAME OF ENTITY: Kurtz, Connor, Browning & Phillips, LLC (KCBP, LLC); Yes; SAME AS REGISTERED LOCATION ; DBA; Part owner; 9/1/2003; 200; 200; DBA for sales of securities and fixed products.| 2) NAME OF ENTITY: Independent insurance agent; Yes; SAME AS REGISTERED LOCATION ; Fixed insurance sales; Independent insurance agent; 6/2/2009; 160; 160; Sales of fixed insurance products.| 3) NAME OF OTHER BUSINESS: INNISFREE VILLAGE; INVESTMENT RELATED: NO; ADDRESS: 5505 WALNUT LEVEL ROAD CROZET, VA 22932; NATURE OF BUSINESS: NON PROFIT; START DATE: DATE; 01/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER / FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY BOARD MEETINGS, HELP WITH THE ORGANIZATION'S MISSION TO PROVIDE A LIFE SHARING HOME AND WORK ENVIRONMENT FOR ADULTS WITH INTELLECTUAL DISABILITIES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-24
• S63 Uniform Securities Agent State Law Examination
  1993-03-01

Designations

Other Names

• Jon Kurtz
• Jonathan R Kurtz