Jonathan
Deeringer

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#2779470
Investment Advisor
in Sacramento, CA
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1515 Response Road
Sacramento, CA 95815

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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details

Total Assets Under Management

$2,019,020,582

CA Average: $7,578,581,321
Total Number of Employees

26

CA Average: 43
Total Number of Accounts

2,520

CA Average: 3,727
Average Account Size

$801,199

CA Average: $2,033,427

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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

Jonathan Deeringer Work History

Jonathan has 14 years of experience.

2014 - Present (5 years)

Genovese Burford & Brothers

2004 - 2014 (10 years)

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.

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