Jonathan FosterCRD Number: 1037245
Current Firm: Angeles Wealth Management, LLC
Jonathan Foster (CRD# 1037245) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 25 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Angeles Wealth Management||Santa Monica, CA||Nov 2011 - Current||8|
|Self Employed||Los Angeles, CA||Feb 2011 - Nov 2011||< 1|
|Lpl Financial||Los Angeles, CA||Aug 2010 - Feb 2011||< 1|
|Carson Wealth Management Group||Omaha, NE||Apr 2009 - Feb 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management309MILLIONS
Total Number of Accounts76ACCOUNTS
Average Account Value$4,066,930
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NY, TX
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