Jonathan
Rushton
Ci Private Wealth
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About this Advisor
Jonathan Rushton is a financial advisor who works out of Menlo Park, California. Rushton currently works for Ci Private Wealth. During their career, the advisor has held roles at Portola Partners Group LLC, Pomona-Pitzer Athletic Department, Pomona College, Cadence Design Systems, Amwins Group, Pace Academy and Ci Portola Private Wealth. Rushton maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California. Ci Private Wealth is a company operating out of Miami, FL. The company has offices in 28 locations and a total of 825 advisors. It controls $95 billion in assets under management between its 79,738 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 504 charitable organizations. Of its 79,738 client accounts, 51% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, such as 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, publication of newsletters and educational seminars. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Ci Private Wealth can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Rushton Work History
Jonathan has been registered as a financial advisor for 0 years.*
Ci Portola Private Wealth
Portola Partners Group LLC
Pomona-Pitzer Athletic Department
Pomona College
Pomona College
Cadence Design Systems
Pomona College
Pomona College
Amwins Group
Pomona College
Pace Academy
*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 Rushton 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 Ci Private Wealth
Itasca, IL
Dallas, TX
Menlo Park, CA
San Diego, CA
Itasca, IL
San Diego, CA
Miami, FL
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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