Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blanchard Figlin is a financial advisor with Evoke Advisors based in Los Angeles, CA. Jonathan has been in the industry since 2011. Jonathan is registered in California as an Investment Advisor Representative. Previously, Jonathan was a financial advisor with Rim Securities LLC and City National Securities, Inc. Jonathan holds the Series 7, Series 63, and SIE licenses. Jonathan is also a Chartered Financial Analyst. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, pooled investment vehicles, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
04/03/2024 - Present
Evoke Advisors (LOS ANGELES CA)
CA
11/19/2013 - 11/03/2014
RIM SECURITIES LLC (BEVERLY HILLS CA)
CA
04/12/2011 - 11/20/2013
CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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