Jeffrey
Mantoani

Securities America Advisors, Inc

CRD#2900990
Investment Advisor
in Carlsbad, CA

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About this Advisor

Jeffrey Mantoani is a financial advisor whose office is in Carlsbad, California. Currently an investment advisor with Securities America Advisors, Inc, they have accrued 10 years of professional experience in the financial advisory industry. Mantoani holds Series 63 and Series 66 licenses, designating the advisor as a securities agent. Mantoani is registered to advise investors in California. Mantoani has gained experience at Securities America, Inc, Securities America Advisors, Inc, Duncan Investment Advisors, Inc, Not Applicable and Securities America Advisors. Securities America Advisors, Inc is headquartered in Carlsbad, California, and operates out of 1,285 other locations across the United States. Overall, Securities America Advisors, Inc oversees $22 billion in assets across 154,747 client accounts and retains more than 1,992 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 108,243 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5973 Avenida Encinas Ste 210
Carlsbad, CA 92008

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CA Average: $1,978,216,465
Total Number of Employees

1,992

CA Average: 226
Total Number of Accounts

154,747

CA Average: 7,467
Average Account Size

$141,440

CA Average: $264,928

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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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Mantoani Work History

Jeffrey has 11 years of experience.

2015 - Present (5 years)

Securities America Advisors

2015 - Present (5 years)

Securities America Advisors

2011 - Present (9 years)

Duncan Investment Advisors, Inc

2010 - Present (10 years)

Securities America, Inc

2010 - 2011 (1 year)

Securities America Advisors, Inc

2009 - 2010 (1 year)

Not Applicable

Disclosures

Jeffrey Mantoani has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Steven Hart
Littleton, CO
Daniel Vansingel
Caledonia, MI
Aaron Schmitz
Jefferson City, MO
Elijah Yurkin
Hampton, VA
Robert Jamison
Redlands, CA
John Fitzgerald
La Vista, NE
Timothy Gish
Scottsdale, AZ
Ronald Hyde
Vancouver, WA

This content was compiled from the SEC and FINRA.

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