Johnathan Michael Aelmore

Employer firm

Cgn Advisors, LLC CRD 159359

$1.60B regulatory AUM 999 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2012 → 01/2019
  Mercer Global Advisors
  Houston, TX
• 08/2019 → Present
  Cgn Advisors, Llc
  Fulshear, TX
• 03/2019 → 08/2019
  Mariner Wealth Advisors
  Houston, TX

Previous Registrations

• 2019-03-28 → 2019-09-03
  Mariner
  Houston, TX
• 2012-06-09 → 2019-02-01
  Mercer Global Advisors Inc.
  Sugar Land, TX
  Houston, TX
• 2011-01-03 → 2011-09-09
  Wells Fargo Clearing Services, Llc
  Richmond, TX
• 2009-10-06 → 2011-01-03
  Wells Fargo Investments, Llc
  Richmond, TX
• 2007-09-05 → 2007-09-11
  Ameriprise Financial Services, Llc
  Sugar Land, TX

Other Businesses

RAIDER RANCH, 5407 MESQUITE RIDGE ST., FULSHEAR, TX 77441; NON-INVESTMENTMENT RELATED; REGISTERED TEXAS LONGHORN BREEDER, OWNER/OPERATOR OF CATTLE BUSINESS; START DATE 01/2019;20 HRS/MONTH AND 0 DURNIG SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-04

Designations

• Certified Financial Planner

Other Names

• Johnathan M Aelmore