Jonathan Patrick Durant
Financial advisor at Brian Low Financial Group, LLC · West Milford, NJ
Last updated 2026-10-10
Claim your profileJonathan Patrick Durant is a financial advisor at Brian Low Financial Group, LLC in West Milford, NJ, CRD 3026075. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2002-06-12.
Registration
- CRD number
- 3026075
- Registration status
- Active
- IAPD registration
- 2002-06-12
- Industry Experience
- 24 years
- Work Experience
- 27 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 1999-06 to 2019-04 · Fidelity Brokerage Services, Inc. · Paramus, NJ
- 2000-09 to 2018-07 · Strategic Advisers · Paramus, NJ
- 2018-07 to 2019-04 · Fidelity Personal and Workplace Advisors · Boston, MA
- 2019-09 to Present · Durant Financial Planning LLC · West Milford, NJ
- 2019-11 to Present · Durant Financial Planning LLC · West Milford, NJ
- 2019-05 to 2019-08 · Unemployed · West Milford, NJ
Current employment
- Durant Financial Planning LLC · West Milford, NJ
Brian Low Financial Group, LLC
Brian Low Financial Group, LLC: advisors, services and reported ETF investments
About
Jonathan Patrick Durant is a CFP® financial advisor at Durant Financial Planning LLC, operating as Brian Low Financial Group, LLC in West Milford, NJ. Reported securities licenses include Series 63 and Series 66. The latest record indicates 24 years of industry experience and 27 years of reported work history. Reported roles include Unemployed, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Inc., Strategic Advisers, among others.
SEC disclosures list additional business and community activities: The Name Of The Other Business: Jonathan Durant Whether The Business Is Investment-Related: No The Nature Of The Other Business: Rental Property Your Position.
PortfolioFuture's firm-level 13F analysis covers $54.3M across 32 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Patrick Durant personally.
Reported ETF positions
Brian Low Financial Group reports 32 ETF positions worth $54.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SWP — SWP Growth & Income ETF | $21.5M |
| EFA — iShares MSCI EAFE ETF | $3.9M |
| MBB — iShares MBS ETF | $3.3M |
| SPSB — State Street SPDR Portfolio Short Term Corporate Bond ETF | $2.7M |
| PID — Invesco International Dividend Achievers ETF | $2.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Brian Low Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $317.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $475.4K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VBR — Vanguard Morningstar Small-Cap Value ETF | $223.5K | Top 97.2% | Residual alpha +0.79% · Residual Sharpe 0.04 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $1.7M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Location
West Milford, NJ
1 advisor at this office.
Official record
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