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Jonathan Wayne Coartney

Churchill Financial, LLC

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About Jonathan Wayne Coartney

Jonathan Wayne Coartney is a registered representative and investment advisor representative in the state of Kentucky. Jonathan has been in the financial services industry for over 10 years. Jonathan is currently employed with Churchill Financial, LLC and Churchill Financial Advisors, LLC. Jonathan is licensed to provide financial and investment services to individuals and businesses in Kentucky, Indiana, and Texas. Jonathan specializes in Portfolio Management for Individuals and Businesses. Jonathan has Series 7TO, Series 66, Series 24, Series 27, Series 4, and Series 14 licenses.

Firm Information

Jonathan Coartney is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

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.

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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Jonathan Coartney’s Registration & Firm History

KY

06/25/2024 - Present

Churchill Financial, LLC (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 01/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/19/2023

Series 4 - Registered Options Principal Examination

BC

Issued 04/25/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 02/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Wayne Coartney.
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