Senior Wealth Advisor
Current
Feb 2019 - Present
AeroLeads people directory · profile
Jonathan Hurley, Mba, Cfp® Email & Phone Number
Senior Wealth Advisor at Granite Financial Group
at
Granite Financial Group
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor at Granite Financial Group
Location
Keller, Texas, United States
Who is Jonathan Hurley, Mba, Cfp®? Overview
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Quick answer
Jonathan Hurley, Mba, Cfp® is listed as Senior Wealth Advisor at Granite Financial Group at Granite Financial Group, based in Keller, Texas, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Jonathan Hurley, Mba, Cfp®.
Jonathan Hurley, Mba, Cfp® previously worked as Senior Wealth Advisor at Granite Financial Group and Portfolio Specialist at Fidelity Investments. Jonathan Hurley, Mba, Cfp® holds M.B.A., Finance from Dallas Baptist University.
Company email context
Email format at Granite Financial Group
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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Jonathan Hurley, Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Hurley, Mba, Cfp®
I am passionate about helping families enjoy their best life while also ensuring they leave a legacy of significance for their families!
Listed skills include Series 7, Series 66, Series 63, Investments, and 17 others.
Current workplace
Jonathan Hurley, Mba, Cfp®'s current company
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8 roles
Jonathan Hurley, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Portfolio Specialist
Jun 2014 - Apr 2018
Client Management Representative Portfolio Advisory Service
Feb 2014 - Jun 2014
Retirement Solutions Representative
Jan 2012 - Feb 2014
Investment Solutions Representative
- Build customer relationships by matching Fidelity solutions with the customer's need- Expand relationships by uncovering opportunities for additional account types, account features and asset consolidation- Develop and position mutual funds, fixed income products, and discretionary money management services to existing customers/prospects- Provide Investment direction by using Guidance tools to match needs with suitable solutions such as products, research, and/or services and assists customers with implementing guidance recommendations, including trading and online education through Fidelity.com- Host conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry
Jun 2011 - Jan 2012
Financial Representative
Jun 2010 - Jun 2011
Youth Pastor
Taught middle school.Planned high school and middle school events. Organized and ran all the logistics in high school services; sound, flow, music, speaker, lights, video and PowerPoint.Lead 2009 Summer Mission Trip to Waco.
Jan 2009 - Dec 2009
Assistant Cross Country And Track Coach
Assistant distance coach for both guys and girls.Helped with recruiting.Responsible for coaching practice and meets.Provided transportation to competitions.Budgeted travel expenses.Evaluated athletes to see whether or not they would receive more scholarship for the coming year.Trained distance runners in Cross Country and Track
Aug 2007 - Aug 2008
2 education records
Jonathan Hurley, Mba, Cfp® education
M.B.A., Finance
Dallas Baptist University
Bba - Management, Business Administration And Management, General
Dallas Baptist University
FAQ
Frequently asked questions about Jonathan Hurley, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Hurley, Mba, Cfp® work for?
Jonathan Hurley, Mba, Cfp® works for Granite Financial Group.
What is Jonathan Hurley, Mba, Cfp®'s role at Granite Financial Group?
Jonathan Hurley, Mba, Cfp® is listed as Senior Wealth Advisor at Granite Financial Group at Granite Financial Group.
What is Jonathan Hurley, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fidelity.com for Jonathan Hurley, Mba, Cfp® at Granite Financial Group.
Where is Jonathan Hurley, Mba, Cfp® based?
Jonathan Hurley, Mba, Cfp® is based in Keller, Texas, United States while working with Granite Financial Group.
What companies has Jonathan Hurley, Mba, Cfp® worked for?
Jonathan Hurley, Mba, Cfp® has worked for Granite Financial Group, Fidelity Investments, The Village Church, and Dallas Baptist University.
How can I contact Jonathan Hurley, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Hurley, Mba, Cfp® at Granite Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Hurley, Mba, Cfp® attend?
Jonathan Hurley, Mba, Cfp® holds M.B.A., Finance from Dallas Baptist University.
What skills is Jonathan Hurley, Mba, Cfp® known for?
Jonathan Hurley, Mba, Cfp® is listed with skills including Series 7, Series 66, Series 63, Investments, Trading, Mutual Funds, Finance, and Financial Services.
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