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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 Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Corporate Officer/Principal | 2012-09-29 |
The Glowacki Group LLC
 The Glowacki Group LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Banc of America Investment Advisors, Inc.
 Banc of America Investment Advisors, Inc. Investment ManagersFinance Provides investment advisement services | Corporate Officer/Principal | 2007-02-27 |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Investment Committee Member | - |
Training of Jon W. Courtney
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California Lutheran University
 California Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Finance |
Banc of America Investment Advisors, Inc.
Banc of America Investment Advisors, Inc. Investment ManagersFinance Provides investment advisement services | Finance |
The Glowacki Group LLC
The Glowacki Group LLC Investment ManagersFinance Provides investment advisory services | Finance |
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