Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Isaac Baughman

Equity Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Isaac Baughman

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.

Firm Information

Jonathan Baughman is currently registered with Equity Advisors, LLC. Equity Advisors, LLC is an investment advisor with 5 licensed agents and 5 investment adviser representatives. They manage approximately $18.7 million in regulatory assets under management for 48 individual clients. The firm offers portfolio management for individuals and provides consulting services.

$18.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Baughman’s Registration & Firm History

NV

12/04/2023 - Present

Equity Advisors, LLC (ZEPHER COVE NV)

Not sure if Jonathan Isaac Baughman is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Isaac Baughman.
Not sure if Jonathan Isaac Baughman is right for you?