JP
JP

Jon Neal Prevost

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
345 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$634.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

5560 Tennyson Parkway, Suite 260, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jon works as an attorney at Prevost Law Firm, dedicating nearly full-time hours to this role. He is also a part owner of Cabana Holdings, LLC, a holding company, but spends minimal time on this business.

Employment History
Current Registrations
Cabana Asset Management
January 2013 - Present · 13 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.