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Jonathan Larson Bartfeld

West Coast Financial, LLC

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About Jonathan Larson Bartfeld

Jonathan Larson Bartfeld is an investment advisor representative at West Coast Financial, LLC, a firm registered with the state of California. Jonathan has been in the financial services industry for over 9 years. He has a Series 65 license and is registered with the state of California. He specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Jonathan has experience working with clients in various sectors, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Jonathan is committed to providing personalized financial advice and helping his clients achieve their financial goals.

Firm Information

Jonathan Bartfeld is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Jonathan Bartfeld’s Registration & Firm History

CA

04/06/2023 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 04/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Larson Bartfeld.
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