| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsNo 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 →Jonathan operates his LPL business through Cadence Investment Services and offers fixed annuities through Fidelity & Guaranty, United Life Insurance Company, and Oceanview Life and Annuity. He also serves as Vice President/Financial Advisor at Cadence Bank, spending a few hours per week, and owns Keystone Assets LLC, a real estate rental business, dedicating a few hours per week.