Jonathan
Figlin
Evoke Advisors
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About this Advisor
Jonathan Figlin is a financial advisor based in Los Angeles, California, working with Evoke Advisors. Jonathan has previously held positions at Rim Securities, Evoke Advisors, Offit Capital, and Mozaic. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Evoke Advisors, which operates out of Los Angeles, California. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and 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, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$13,362,939,383
63
9,915
$1,347,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Figlin Work History
Evoke Advisors
Offit Capital
Mozaic
Rim Securities
Disclosures
Please visit the SEC profile of Jonathan Figlin 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
New York, NY
Glendale, AZ
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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