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Jonathan David Jurus

Thornburg Investment Management Inc.

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About Jonathan David Jurus

Jonathan David Jurus is an Investment Advisor Representative with Thornburg Investment Management Inc. Jonathan has been in the securities industry since April 29, 2003 and has a strong track record in helping clients with their financial goals. Jonathan holds both Series 63 and 66 licenses as well as Series 7 and the Securities Industry Essentials Exam. Jonathan currently holds the following registrations: Indiana - Broker/Dealer, Michigan - Broker/Dealer, Michigan - Investment Advisor, New Mexico - Broker/Dealer, New Mexico - Investment Advisor.

Firm Information

Jonathan Jurus is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Jurus’s Registration & Firm History

MI

04/12/2016 - Present

Thornburg Investment Management Inc. (Beverly Hills MI)

NY

02/27/2012 - 03/29/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

MA

03/28/2007 - 02/27/2012

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

03/01/2004 - 03/26/2007

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

NY

03/05/2003 - 01/12/2004

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 04/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Jurus.
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