Jon
Brouard
New Century Partners
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About this Advisor
Jon Brouard is a financial advisor working out of San Francisco, California with 2 years of relevant experience. Brouard is currently employed by New Century Partners. Throughout their career, they have worked at New Century Partners, Wework, Steven Winter Associates, Marchetti Consulting Engineers, Ronco Machine & Rigging and Bucknell University. Brouard maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in California. New Century Partners is a business operating in San Francisco, California. It manages $734 million in total assets across its three client accounts, making it one of the bigger firms in the nation by assets under management. New Century Partners provides portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by New Century Partners likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Century Partners Brokerage Details
$733,571,668
3
3
$244,523,889
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Jon Brouard Work History
Jon has been registered as a financial advisor for 2 years.*
New Century Partners
Wework
Steven Winter Associates
Marchetti Consulting Engineers
Ronco Machine & Rigging
Bucknell University
Bucknell University
*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 Jon Brouard 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 New Century Partners
San Francisco, CA
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