Jonathan
Coombs
Flexpath Strategies
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About this Advisor
Jonathan Coombs is a financial advisor who works out of Aliso Viejo, California with 1 year of relevant experience. Coombs is on the advisory team at Flexpath Strategies. Coombs has gained experience at The Stecher And Horowitz Foundation, Kestra Investment Services, LLC, Nfp Retirement and Flexpath Strategies. Coombs has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Flexpath Strategies is an advisory company headquartered in Aliso Viejo, CA. It oversees $40 billion in total assets between its 2,932 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm has a set of services, such as portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advisory services usually are based on the financial services offered. However, fee types billed by Flexpath Strategies typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flexpath Strategies Brokerage Details
$39,534,404,000
12
2,932
$13,483,767
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jonathan Coombs Work History
Jonathan has been registered as a financial advisor for 1 years.*
Flexpath Strategies
Kestra Investment Services, LLC
Nfp Retirement
The Stecher And Horowitz Foundation
The Stecher And Horowitz Foundation
*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 Coombs 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 Flexpath Strategies
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
