Jonathan Beer
Jonathan Beer is a registered investment advisor at Allstate Financial Advisors, LLC, based in Fair Oaks, CA, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
Fair Oaks, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Scottrade, INC.Broker
Brooklight Place Securities, INC.Broker
E*trade Capital Markets LLCBroker
E*trade Securities LLCBroker
E*trade Clearing LLCBroker
E*trade Securities LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Franklin/templeton Distributors, INC.Broker
State Registrations1 state
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.