Jonathan
Deeringer
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
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About this Advisor
Jonathan Deeringer is a certified financial planner in Sacramento, California. Currently an investment advisor at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, they have gathered 14 years of professional experience in the financial advisory industry. Deeringer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Deeringer is able to operate in California. During their career, Deeringer has held roles at Capital Group Companies and Genovese Burford & Brothers. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and operates out of two other offices in the nation. As a registered advisory firm, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC oversees $2 billion in assets throughout 2,520 client accounts and retains 26 staff members. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 2,471 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details
$2,019,020,582
26
2,520
$801,199
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jonathan Deeringer Work History
Jonathan has 14 years of experience.
Genovese Burford & Brothers
Capital Group Companies
Disclosures
Jonathan Deeringer has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.