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.
Bridge Advisory LLC
|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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