Jordan
Gonen
Compound Advisers, Inc
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About this Advisor
Jordan Gonen is a financial advisor based in San Francisco, California who has 3 years of industry experience. Gonen currently works for Compound Advisers, Inc. Throughout their career, Gonen has worked at Compound Advisers, Inc, Washington University, Blend Labs, Uber Technologies, Realty Shares, Inc, Chaparral High School and Compound Financial. Gonen has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Compound Advisers, Inc is an advisory company headquartered in San Francisco, CA. The investment advisory business has a total of 55 financial advisors. It oversees $317 million in assets between its 339 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 339 accounts, 42% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the financial services offered. However, fee types billed by Compound Advisers, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compound Advisers, Inc Brokerage Details
$316,852,631
55
339
$934,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Gonen Work History
Jordan has been registered as a financial advisor for 3 years.*
Compound Advisers, Inc
Compound Financial
Blend Labs
Uber Technologies
Realty Shares, Inc
Washington University
Chaparral High School
*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 Jordan Gonen 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 Compound Advisers, Inc
San Francisco, CA
Malibu, CA
San Francisco, CA
Oakland, CA
San Francisco, CA
Boonton, NJ
San Francisco, CA
San Francisco, CA
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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