# JON Westfall COURTNEY

JON Westfall COURTNEY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with OUR WEALTH GUIDES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OUR WEALTH GUIDES, INC.](https://search.stillhousedata.com/firm/296866) | 2022-03-07 | present | Yes |
| [AVALAN, LLC](https://search.stillhousedata.com/firm/156109) | 2016-03-04 | 2019-11-08 | — |
| [ALEXANDRIA CAPITAL](https://search.stillhousedata.com/firm/129120) | 2012-10-30 | 2016-04-07 | — |
| [SUMMIT WEALTH MANAGEMENT, INC](https://search.stillhousedata.com/firm/105714) | 2011-01-04 | 2013-12-31 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2008-08-26 | 2010-09-15 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2006-05-17 | 2007-04-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4705452)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4705452.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.