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Jonathon Webster

Trustmont Advisory Group, INC.
41 Years of Experience
Indio, CA
4 Disclosures
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Jonathon Webster is a registered investment advisor at Trustmont Advisory Group, INC., based in Indio, CA, with 41 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.

Trustmont Advisory Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,322 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Indio, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2026
Final
Financial
April 2025
Pending
Employment Separation After Allegations
January 2024
Customer Dispute
May 2010
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Trustmont Advisory Group, INC.
July 2026 - Present · 3 mos
Previous Registrations
Aegis Capital CORP.
March 2024 - January 2026 · 1 yr 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2019 - February 2024 · 4 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated
December 2019 - February 2024 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
October 2007 - December 2019 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLC
October 2007 - December 2019 · 12 yrs 2 mos
Citigroup Global Markets INC.
August 2002 - November 2007 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
August 2002 - November 2007 · 5 yrs 3 mos
Morgan Stanley
July 1997 - September 2002 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1993 - September 2002 · 8 yrs 11 mos
Painewebber IncorporatedBroker
April 1990 - October 1993 · 3 yrs 6 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1990 · 2 yrs 1 mo
E. F. Hutton & Company INCBroker
September 1985 - April 1988 · 2 yrs 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
December 1984 - October 1985 · 10 mos
Anchor National Financial Services, INC.Broker
November 1984 - December 1984 · 1 mo
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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