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Jonathon S Butler

Opulence Planning

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About Jonathon S Butler

Jonathon S. Butler is a financial advisor with Opulence Planning, located in East Helena, Montana. Jonathon has been in the industry since 2014 and holds the Series 6, 7, and 63 securities licenses. Jonathon has a CFP® designation and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Jonathon is also a Registered Investment Advisor Representative in Montana.

Firm Information

Jonathon Butler is currently registered with Opulence Planning. Opulence Planning is an investment advisor with one registered representative and one investment adviser representative. They manage approximately $5.48 million in assets for 54 clients, offering a variety of services including financial planning, educational seminars, portfolio management for individuals and businesses. They specialize in working with individuals, including high net worth individuals, and serve 28 other clients. The firm also participates in wrap fee programs.

$5.48M

Assets Under Management

2

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jonathon Butler’s Registration & Firm History

MT

05/17/2023 - Present

Opulence Planning (EAST HELENA MT)

MT

02/14/2019 - 02/02/2022

MML INVESTORS SERVICES, LLC (East Helena MT)

MT

03/09/2015 - 02/15/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HELENA MT)

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Licenses & Designations

BC

Issued 05/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathon S Butler.
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