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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JON Westfall COURTNEY

Advisor at VILLAGE WEALTH ADVISORS

WESTLAKE VILLAGE, CA

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Search this name across graphsid dfx:ria:82c760ab-ff69-453f-4da2-6005908d189a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 17, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VILLAGE WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 1, 2003
First registration: May 17, 2006
Dual registered: no
Other names: JON W. COURTNEY|JON W. COURTNEY
IAPD individual key: 4705452

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VILLAGE WEALTH ADVISORS	Independent wealth	Mar 7, 2022	n/a	yes	WESTLAKE VILLAGE, CA	Current employment
AVALAN, LLC	Independent wealth	Mar 4, 2016	Nov 8, 2019	no	Westlake Village, CA\|SANTA BARBARA, CA	Previous registration
ALEXANDRIA CAPITAL	Former SEC adviser	Oct 30, 2012	Apr 7, 2016	no	WOODLAND HILLS, CA\|ARLINGTON, VA\|WESTLAKE VILLAGE, CA	Previous registration
SUMMIT WEALTH MANAGEMENT, INC	Former SEC adviser	Jan 4, 2011	Dec 31, 2013	no	BEVERLY HILLS, CA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Aug 26, 2008	Sep 15, 2010	no	BEVERLY HILLS, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 17, 2006	Apr 16, 2007	no	WESTLAKE VILLAGE, CA\|WESTLAKE, CA\|WESTLAKE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVALAN, LLC	VILLAGE WEALTH ADVISORS	Nov 8, 2019	Mar 7, 2022	850	Firm change after gap	RIA to RIA
ALEXANDRIA CAPITAL	AVALAN, LLC	Apr 7, 2016	Mar 4, 2016	-34	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT, INC	ALEXANDRIA CAPITAL	Dec 31, 2013	Oct 30, 2012	-427	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	SUMMIT WEALTH MANAGEMENT, INC	Sep 15, 2010	Jan 4, 2011	111	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	NFP ADVISOR SERVICES, LLC	Apr 16, 2007	Aug 26, 2008	498	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156109:296866:CA:2019-11-08	Nov 8, 2019	Mar 7, 2022	SANTA BARBARA, CA	Firm change after gap
129120:156109:CA:2016-04-07	Apr 7, 2016	Mar 4, 2016	WESTLAKE VILLAGE, CA	Firm change after gap

Relationships

Registered with (6)

→ VILLAGE WEALTH ADVISORSRegistered adviserregistration: current employment
Mar 7, 2022 to presentfactForm ADV
→ AVALAN, LLCRegistered adviserregistration: previous registration
Mar 4, 2016 to Nov 8, 2019factForm ADV
→ ALEXANDRIA CAPITALRegistered adviserregistration: previous registration
Oct 30, 2012 to Apr 7, 2016factForm ADV
→ SUMMIT WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Jan 4, 2011 to Dec 31, 2013factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Aug 26, 2008 to Sep 15, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 17, 2006 to Apr 16, 2007factForm ADV

Dated events

No dated event names this entity yet.