Jon
Rehurek
Alliance Advisory & Securities, LLC
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About this Advisor
Jon Rehurek is a financial advisor who works in Westlake Village, California with 8 years of relevant experience. Rehurek is on the advisory team at Alliance Advisory & Securities, LLC. Over the course of their career, Rehurek has held roles at Raymond James Financial Services, Grace Community Church, Mcneely Financial Strategies LLC, Raymond James Financial Services Advisors Inc and Alliance Advisory And Securities, Inc. Rehurek has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in California. Alliance Advisory & Securities, LLC is a registered investment company based in Westlake Village, CA. The investment advisory business has offices in two locations and a total of 20 people on staff. It manages $454 million in total assets across its 2,010 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advice to nine charitable organizations. Of its 2,010 customer accounts, 30% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of services. Fee types billed by Alliance Advisory & Securities, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Advisory & Securities, LLC Brokerage Details
$454,406,861
20
2,010
$226,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon Rehurek Work History
Jon has been registered as a financial advisor for 8 years.*
Alliance Advisory And Securities, Inc
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Raymond James Financial Services
Mcneely Financial Strategies LLC
Grace Community Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Rehurek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliance Advisory & Securities, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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