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Jonathan Lawrence Becker

California Financial Advisors

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About Jonathan Lawrence Becker

Jonathan Lawrence Becker is a financial advisor at California Financial Advisors located in SAN RAMON, CA. Jonathan has been in the financial services industry since 2005 and has experience working with Individuals, High-Net-Worth Individuals, Businesses, and Charitable Organizations. Jonathan is registered with the state of California and Oregon. Jonathan has experience working with various investment products and services, including portfolio management, financial planning, and consulting.

Firm Information

Jonathan Becker is currently registered with California Financial Advisors. California Financial Advisors is a financial advisory firm based in San Ramon, California. With over $1.7 billion in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Their team of 11 investment advisor representatives and 4 licensed agents provides consulting services to help clients meet their financial goals.
California Financial Advisors

12657 ALCOSTA BLVD

SAN RAMON, CA 94583

$1.74B

Assets Under Management

1,490

Total Clients

12

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Becker’s Registration & Firm History

CA

01/06/2024 - Present

California Financial Advisors (SAN RAMON CA)

CA

08/13/2014 - 11/30/2016

FOOTHILL SECURITIES, INC. (San Ramon CA)

CA

03/15/2006 - 08/22/2014

FINANCIAL TELESIS INC (SAN RAMON CA)

CA

02/01/2006 - 03/20/2006

AMERIPRISE FINANCIAL SERVICES, INC. (SAN RAFAEL CA)

MN

01/19/2005 - 11/29/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/19/2005 - 11/29/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Lawrence Becker.
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