Jonathan Durr has been an investment adviser representative at Aegis Wealth Management since April 2023, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Jonathan Durr’s longest registration was 7 years at Brookstone Capital Management LLC (2015–2023). Before joining Aegis Wealth Management in 2023, Jonathan Durr was registered through Brookstone Capital Management LLC.
- – present · 3 yearsBeaumont,, TX · Adviser representative · Firm CRD 301990
- Brookstone Capital Management LLC– · 7 yearsBeaumont, TX · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Jonathan Durr is registered as an investment adviser representative in Texas, since April 2023.
- TexasSince 24 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Nathaniel Durr
- CRD
- 6590932
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 985 Interstate 10 N, Suite 110H, Beaumont,, TX 77706
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Durr work?
Jonathan Durr is an investment adviser representative registered through Aegis Wealth Management, Inc. since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Durr a financial advisor?
Yes. Jonathan Durr has a current investment-adviser registration in Texas, through Aegis Wealth Management since April 2023.
How many years of experience does Jonathan Durr have?
Jonathan Durr has 10 years in the financial industry, since December 2015, across 2 adviser firms.
What exams has Jonathan Durr passed?
Jonathan Durr passed the Series 65 in August 2015.
Where is Jonathan Durr based?
Jonathan Durr’s registered office is in Beaumont,, TX.
Is Jonathan Durr registered with FINRA?
No. Jonathan Durr has no current broker registration.
How can I verify Jonathan Durr’s record?
Search CRD 6590932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Durr’s full registration record.
