Jonathan Guzman
Jonathan Guzman is a registered investment advisor at Randa Wealth Strategies, based in Easton, PA, with 13 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $600K | 0.90% |
| $600K - $700K | 0.85% |
| $700K - $800K | 0.80% |
| $800K - $900K | 0.70% |
| $900K - $1.0M | 0.60% |
| $1M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Easton, PA
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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 an insurance broker through Randa Strategies LLC and related DBAs, dedicating about half of his time to this activity. He also owns MoneyGuia LLC, a fintech platform for financial education and content creation, which takes a few hours per week.
Employment History
Current Registrations
Randa Wealth Strategies
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.