Unclaimed
Johnathan Michael Aelmore is a financial advisor with CGN Advisors, LLC. Johnathan has been a financial advisor since 2007. He has a background in financial planning and investment management. Johnathan is also a registered Texas Longhorn breeder.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
08/30/2019 - Present
CGN Advisors, LLC (Fulshear TX)
TX
01/03/2011 - 09/09/2011
WELLS FARGO ADVISORS, LLC (RICHMOND TX)
TX
09/15/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RICHMOND TX)
TX
10/04/2007 - 02/26/2008
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
08/09/2007 - 09/11/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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