David Jones
David Jones is a CFP-designated registered investment advisor at Yosemite Capital Management, based in Newport Beach, CA, with 20 years of industry experience. David 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 300 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yosemite Capital Management's investment management fees are based on a percentage of the assets they manage in your account. The maximum annual fee is 2.0% for balanced/equity portfolios and 1.0% for fixed income portfolios. These fees are negotiable and may be waived for family and friends of the firm. Fees are paid quarterly in advance.
Location
5120 Birch Street, Suite 100, Newport Beach, CA, 92660
Get directionsHistory
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
David is licensed to sell fixed life and annuities under the DBA Jones & Associates. He also teaches a business law class at Concordia University as a substitute a few times per year.
Employment History
Current Registrations
Yosemite Capital Management
Previous Registrations
Select Money Management, INC.
Select Portfolio Management INC
Securities Equity GroupBroker
State Registrations2 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.