TrueAdvisor
TrueAdvisor
JF
JF

Jonathan Paul Fairchild

Telos Capital Management, INC.
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Telos Capital Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
913 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310

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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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Employment History
Current Registrations
Telos Capital Management, INC.
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
Genter Advisors LLC
July 2001 - October 2011 · 10 yrs 3 mos
Rnc Genter Capital Management
January 2001 - October 2011 · 10 yrs 9 mos
State Registrations3 states
CAORTX
Advisor
Exams
No exam information available for this advisor.