Jonathan Lopez
Jonathan Lopez is a registered investment advisor at Truvize Financial Planning, based in El Paso, TX, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 56 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truvize Financial Planning offers portfolio management services where they manage your investments for a fee based on the value of your portfolio. The annual fee ranges from 0.35% to 1.00% of your portfolio. This fee is negotiable.
Location
11323 Rojas Dr Ste A3, El Paso, TX, 79936
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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 Truvize Insurance Planning, dedicating about 10-20% of his time to non-variable insurance activities. He also serves on the board for the local chapter of Fellowship of Christian Athletes and owns a percentage of Glide Scooter Sharing, Inc., which is in the process of liquidation, requiring minimal time.
Employment History
Current Registrations
Truvize Financial Planning
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Securian Financial Services, 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.