Jonathan Evans is a registered investment advisor at Rockwealth Financial LLC, based in Costa Mesa, CA, with 11 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RockWealth Financial charges a fixed engagement fee for wealth management services, up to $75,000 annually. This fee includes financial planning. The fee is agreed upon and may be negotiable. The total blended fee, including the advisor's fee and any independent manager's fee, will not exceed 2.00% annually.
Location
Costa Mesa, 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 →Other Business Activities
Jonathan has ownership with his spouse in Brain Wellness Institute in Costa Mesa, CA. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Rockwealth Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
National Planning CorporationBroker
Jackson National Life Distributors LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.