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.

Current firm

AEGIS WEALTH MANAGEMENT, INC.

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

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 14, 2015

First registration

Dec 8, 2015

Dual registered

no

Other names

Jonathan N. Durr

IAPD individual key

6590932

• Occurred

  Apr 27, 2023
  Advisor changed firm

  Jonathan Nathaniel Durr left Brookstone Capital Management Llc for Aegis Wealth Management, Inc. (registered 2023-04-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffec6021-bc78-4780-738d-549e6fed2b3e

First observed

Dec 8, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.