Jonathan
Sheets

Cuso Financial Services, L.P

CRD#2280462
Investment Advisor
in San Diego, CA
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About this Advisor

Jonathan Sheets is a certified financial planner working in San Diego, California, who has been in the industry for 11 years. Sheets is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Swbc Investment Services LLC and Cuso Financial Services, Lp. Sheets maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Texas. Cuso Financial Services, L.P is a business that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 695 people on staff. It oversees $2 billion in assets among its 12,288 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 12,288 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Cuso Financial Services, L.P performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on the type of services provided. Fee types charged by Cuso Financial Services, L.P most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jonathan Sheets Work History

Jonathan has 11 years of experience.

2011 - Present (8 years)

Cuso Financial Services, Lp

2007 - 2011 (4 years)

Swbc Investment Services LLC

Disclosures

Jonathan Sheets has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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