Jonathan Arntz is a CFP-designated registered investment advisor at Seia, based in Los Angeles, CA, with 34 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan owns and manages rental property, dedicating minimal time to this activity. He also holds an insurance license for sales and service, and is a partner at SEIA LLC, dedicating full-time hours to RIA sales and service.
Employment History
Current Registrations
Seia
Signature Estate Securities, LLC
Signature Estate Securities, LLCBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cedar Brook Group
Securities America Advisors, INC.
The Professional Advisor Group, LLC
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Equitas America, LLCBroker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.