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Jon E Gauthier

Colarion

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About Jon E Gauthier

Jon E Gauthier is a financial advisor with over 15 years of experience in the industry. Jon currently works at Colarion, a firm with offices in Birmingham, Alabama and Greenville, South Carolina. Jon is registered as a financial advisor in Florida and North Carolina. In the past, Jon has been associated with firms like Amerprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jon is a Certified Financial Planner.

Firm Information

Jon Gauthier is currently registered with Colarion. Colarion is an investment advisory firm located in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Colarion has approximately $125.9 million in regulatory assets under management.
Colarion

50 RICHARD ARRINGTON AVE N.

BIRMINGHAM, AL 35203

$125.94M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jon Gauthier’s Registration & Firm History

SC

01/31/2024 - Present

Colarion (Greenville SC)

FL

07/26/2017 - 11/26/2018

ALLEN C. EWING & CO. (JACKSONVILLE FL)

NC

05/16/2011 - 12/12/2016

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

10/22/2007 - 05/23/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon E Gauthier.
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