Jon E Gauthier, CFP

Overview

Jon E Gauthier is an insurance agent and an investment adviser representative based in Charlotte, NC, with 18 years in the industry.

Years in the industry

18

States licensed

2

States registered

2

Exams passed

1

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 2 states

• Producer
• Series 66

3 lines of authority, with every state and its dates

Firms

• ColarionCurrent firm
• Visionquest Wealth ManagementCurrent firm

Employment history since 2007

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file