Jonathan
Becker
California Financial Advisors
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About this Advisor
Jonathan Becker is a financial advisor based in San Ramon, California, working with California Financial Advisors. Jonathan has previously held positions at Maloon, Powers, Pitre & Higgins Dba Cfa, Financial Telesis, and Foothill Securities, Inc. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in California and Oregon. Currently, Jonathan is part of California Financial Advisors, which operates out of San Ramon, California. The firm has 11 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at California Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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California Financial Advisors Brokerage Details
$1,739,370,943
11
1,490
$1,167,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jonathan Becker Work History
Maloon, Powers, Pitre & Higgins Dba Cfa
Foothill Securities, Inc
Financial Telesis
Disclosures
Please visit the SEC profile of Jonathan Becker 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 California Financial Advisors
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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