Esa
Jokela

Madison Avenue Securities, LLC

CRD#2606773
Investment Advisor
in San Diego, CA
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About this Advisor

Esa Jokela is a certified financial planner whose office is in San Diego, California. Currently a registered advisor with Madison Avenue Securities, LLC, Jokela has 14 years of professional experience. Jokela has a Series 63 license, qualifying the advisor as a securities representative. Jokela can work with customers in California, Florida and Louisiana. Jokela has gained experience at Security First Financial, Inc, Madison Avenue Securities, Inc and Madison Avenue Advisors, Inc. Madison Avenue Securities, LLC is located in San Diego, California, and operates out of 69 other brick-and-mortar locations throughout the nation. In total, Madison Avenue Securities, LLC oversees $785 million in assets dispersed across 5,938 client accounts and employs more than 106 people. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the United States. The firm manages 1,496 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 5,938 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Madison Avenue Securities, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

15050 Avenue Of Science Suite 150
San Diego, CA 92128

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$784,724,266

CA Average: $7,578,581,321
Total Number of Employees

106

CA Average: 43
Total Number of Accounts

5,938

CA Average: 3,727
Average Account Size

$132,153

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Esa Jokela Work History

Esa has 14 years of experience.

2009 - Present (10 years)

Madison Avenue Securities, Inc

2006 - Present (13 years)

Madison Avenue Securities, Inc

2006 - 2009 (3 years)

Madison Avenue Advisors, Inc

2004 - Present (15 years)

Security First Financial, Inc

Disclosures

Esa Jokela has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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