Jonathan
Johnen
Tlg Advisors, Inc
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About this Advisor
Jonathan Johnen is a financial advisor based in Ventura, California, working with Tlg Advisors, Inc. Jonathan has previously held positions at Farr Johnen & Associates and The Leaders Group, Inc. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Tlg Advisors, Inc, which operates out of Ventura, California. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Johnen Work History
The Leaders Group, Inc
Farr Johnen & Associates
Disclosures
Please visit the SEC profile of Jonathan Johnen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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