Jonathan Helton
Jonathan Helton is a registered investment advisor at T2 Asset Management, LLC, based in Coronado, CA, with 17 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning. Their firm serves 560 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size, complexity, and composition of the account, generally not to exceed 2.0% annually.
Fee Estimator
Location
Coronado, CA
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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 →Employment History
Current Registrations
T2 Asset Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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