JF
JF

Jonathan Curtis Furest

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

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Location

144 South Main St., Mt. Clemens, MI, 48043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan is an insurance agent since 2019, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
First Financial Coaching, INC.
October 2016 - Present · 9 yrs 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.