Profile
Jon W.
Courtney worked as a Senior Vice President & Senior Wealth Advisor at Alexandria Capital LLC.
He was a Senior Financial Planner at Summit Wealth Management, Inc. in 2012.
Prior to that, he worked as a Financial Advisor at Banc of America Investment Advisors, Inc. in 2007 and as a Principal at The Glowacki Group LLC from 2007 to 2008.
Mr. Courtney earned an undergraduate degree from the University of Southern California in 2004 and an MBA from California Lutheran University in 2006.
Former positions of Jon W. Courtney
| Companies | Position | End |
|---|---|---|
Summit Wealth Management, Inc.
 Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Corporate Officer/Principal | 29/09/2012 |
The Glowacki Group LLC
 The Glowacki Group LLC Investment ManagersFinance The Glowacki Group LLC provides investment advisory services. It offers portfolio design and wealth management, financial analysis, estate planning and family office services. The company was founded by Michael V. Glowacki and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
| Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | 27/02/2007 |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Investment Committee Member | - |
Training of Jon W. Courtney
| University of Southern California | Undergraduate Degree |
| California Lutheran University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Finance |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Finance |
| Banc of America Investment Advisors, Inc. | Finance |
The Glowacki Group LLC
The Glowacki Group LLC Investment ManagersFinance The Glowacki Group LLC provides investment advisory services. It offers portfolio design and wealth management, financial analysis, estate planning and family office services. The company was founded by Michael V. Glowacki and is headquartered in Los Angeles, CA. | Finance |
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