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Jonathan Manzo-cardenas

Affinity Capital Advisors LLC

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About Jonathan Manzo-cardenas

Jonathan Manzo-cardenas is an investment advisor representative with Affinity Capital Advisors LLC in Berkeley, CA. Jonathan has been in the industry since 2010, and has a Series 7 and a Series 66 license. Jonathan has been registered with Affinity Capital Advisors LLC since 2018. Before that, Jonathan worked for HORNOR, TOWNSEND & KENT, INC. in Stockton, CA from 2010 to 2012. Jonathan specializes in working with high-net-worth individuals, corporations and charitable organizations. Affinity Capital Advisors LLC manages more than $480 million in assets. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.

Firm Information

Jonathan Manzo-cardenas is currently registered with Affinity Capital Advisors LLC. Affinity Capital Advisors LLC is a Berkeley, CA-based investment advisor with approximately $480 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Affinity Capital Advisors LLC

825 PAGE STREET

BERKELEY, CA 94710

$480.11M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Manzo-cardenas’s Registration & Firm History

CA

11/20/2019 - Present

Affinity Capital Advisors LLC (Berkeley CA)

CA

02/23/2010 - 12/06/2012

HORNOR, TOWNSEND & KENT, INC. (STOCKTON CA)

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Licenses & Designations

BOTH

Issued 11/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Manzo-cardenas.
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