Jonathan
Chatfield
Lm Advisors LLC
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About this Advisor
Jonathan Chatfield is a chartered financial analyst working in San Diego, California. Chatfield is an employee of Lm Advisors LLC. During their career, the advisor has held roles at Anchor Bay Capital, Inc, Anchor Bay Securities, LLC, Probabilities Fund Management, LLC and Lm Advisors LLC. Chatfield has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lm Advisors LLC is a firm that has its headquarters in San Diego, CA. It has a total of 20 financial advisors. It handles $2 billion in total assets between its 1,084 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 1,084 customer accounts, 59% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fees billed by Lm Advisors LLC can include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lm Advisors LLC Brokerage Details
$2,013,856,436
20
1,084
$1,857,801
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jonathan Chatfield Work History
Jonathan has been registered as a financial advisor for 0 years.*
Lm Advisors LLC
Probabilities Fund Management, LLC
Anchor Bay Capital, Inc
Probabilities Fund Management, LLC
Anchor Bay Capital, Inc
Anchor Bay Securities, LLC
*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 Jonathan Chatfield 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 Lm Advisors LLC
San Diego, CA
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