Jonathan Upton, CFP
Centris Wealth Management
Certified Financial Planner in Louisville, KY
http://http//www.centriswealth.com
Address:11802 Brinley Ave Ste 201
Louisville, KY 40243
About Jonathan Upton
Jonathan Upton is a financial professional at Centris Wealth Management located in Louisville, Kentucky. Jonathan Upton holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Upton provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Upton11802 Brinley Ave Ste 201
Louisville, KY 40243
Phone Number:
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Website:
http://http//www.centriswealth.com
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