Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan K Deyoe is a financial advisor with EP Wealth Advisors, located in Berkeley, CA. Jonathan has over 20 years of experience in the financial services industry. Jonathan specializes in providing financial advice to individuals, families, and businesses. Jonathan is a Registered Investment Advisor (RIA) and holds the Series 7, 24, 31, and 65 licenses. Jonathan is also a Certified Financial Planner (CFP®). In addition to working with clients, Jonathan is the Founder/President for Mindful Money, a Financial Writing, Speaking, Workshops, and Education (live and digital) business. Jonathan enjoys spending time with his family and friends, and is an avid reader.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation 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.
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CA
01/13/2025 - Present
EP Wealth Advisors (BERKELEY CA)
CA
11/13/2002 - 04/09/2018
LPL FINANCIAL LLC (BERKELEY CA)
NY
06/18/2001 - 11/06/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/23/2001 - 06/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
09/03/1999 - 03/13/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/15/1997 - 10/11/1999
MORGAN STANLEY DEAN WITTER (PURCHASE NY)
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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