Jonathan Laturner is a registered investment advisor, based in Sacramento, CA, with 13 years of industry experience.
Location
500 Capitol Mall, Suite 2350, Sacramento, CA, 95814
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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 a wealth management advisor at Towerpoint Wealth LLC, dedicating full-time hours to financial planning. He also works as an agent selling fixed/traditional insurance products for both Fixed Insurance and PKS Financial, spending a few hours per week on these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Towerpoint Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 states
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