Jonathan Moffat is a registered investment advisor at Aligned Advisors, based in Oceanside, CA, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 51 clients with $22M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1696 Ord Way, Oceanside, CA, 92056
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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 is involved in several businesses, including Launch Dental, LLC (operations management), DSO CFO, LLC (bookkeeping services), Ubuntu Management, LLC (management services), Aligned Tax (consulting), Moffat Financial and Insurance Services (legacy insurance clients), Bar N Bar, LLC (property management), and CashBack Processing (marketing). While Jonathan previously sold insurance through Moffat Financial and Insurance Services, he is no longer actively selling, but services legacy clients and spends minimal time on it.
Employment History
Current Registrations
Aligned Advisors
Previous Registrations
Aligned Advisors
Aligned Advisors
Planmember Securities Corporation
State Registrations3 states
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