Jon Rehurek is a CFP-designated registered investment advisor at Alliance Advisory & Securities, LLC, based in Westlake Village, CA, with 14 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Advisory & Securities charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.5% to 2.0%. The fee is calculated based on the value of your account at the end of each quarter and is billed quarterly.
Location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361
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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 →Employment History
Current Registrations
Alliance Advisory & Securities, LLC
Previous Registrations
Alliance Advisory & Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Locust Street Securities, 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.