Jonathan Herson
Jonathan Herson is a registered investment advisor at Cruden Bay Investment Management, LLC, based in Westlake Village, 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, High Net Worth, Investment Management. Their firm serves 145 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cruden Bay Investment Management's annual fee for portfolio management services under their bundled fee program is up to 2.00% of the value of your investments. This fee covers money management, advisor fees paid to separate account managers, certain transaction costs, and custodial/administrative costs. The fee is billed quarterly in advance. Financial planning services are included at no additional cost for portfolio management clients.
Location
2945 Townsgate Road, Suite 200, 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 →Other Business ActivitiesSells Insurance
Jonathan is involved with Cruden Bay Investment Management LLC, focusing on fixed insurance sales, and Cavalier Associates, dealing with life and long-term care insurance. He also acts as an investor and advisor for Investo, an investment firm in Brazil, dedicating minimal time to each activity.
Employment History
Current Registrations
Cruden Bay Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets 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.