Unclaimed
Jonathan Isaac Baughman is an Investment Adviser Representative with Equity Advisors, LLC. Jonathan is registered with the state of California and has been in the industry since January 2005. Jonathan is also President of Xchange Solutions, a real estate exchange firm. Jonathan specializes in providing portfolio management services to individuals. Jonathan is also a Registered Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Referral fees
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NV
12/04/2023 - Present
Equity Advisors, LLC (ZEPHER COVE NV)
Active
Inactive
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