Jonathan Hanna (CRD# 7896410) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Investment Management, Inc. | Lone Tree, CO | Feb 2020 - Current | 4 |
Longs Peak Advisory Services, LLC | Longmont, CO | Feb 2019 - Jan 2020 | < 1 |
N/a | Boulder, CO | Aug 2018 - Jan 2019 | < 1 |
Arrow Electronics, Inc. | Centennial, CO | Jun 2018 - Aug 2018 | < 1 |
N/a | Boulder, CO | Aug 2017 - Jun 2018 | < 1 |
Mckesson Corporation | Irving, TX | Jun 2017 - Aug 2017 | < 1 |
N/a | Boulder, CO | Aug 2016 - Jun 2017 | < 1 |
River Place Country Club | Austin, TX | Apr 2014 - Aug 2016 | 2 |
N/a | Austin, TX | Aug 2011 - Jun 2015 | 3 |
- CO
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Total Assets Under Management1,098,805MILLIONS
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Total Number of Accounts304,509ACCOUNTS
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Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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