Jonathon
Soucier
Wealth Teams Alliance
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About this Advisor
Jonathon Soucier is a financial advisor based in Dinuba, California, working with Wealth Teams Alliance. Jonathon has previously held positions at Davinci Financial And Insurance Associates, Capital Synergy Partners, Inc, Guardian Life Insurance Co, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Jonathon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jonathon is part of Wealth Teams Alliance, which operates out of Dinuba, California. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 million 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, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathon Soucier Work History
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Co
Park Avenue Securities LLC
Davinci Financial And Insurance Associates
Capital Synergy Partners, Inc
Disclosures
Please visit the SEC profile of Jonathon Soucier 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 Wealth Teams Alliance
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Dinuba, CA
Corbett, OR
Burnsville, MN
Torrance, CA
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