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Jonathan Miller Larsen

Golden State Equity Partners, LLC

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About Jonathan Miller Larsen

Jonathan Larsen is an investment advisor representative at Golden State Equity Partners, LLC. Jonathan has been in the industry since 2000 and is registered with the state of California. Jonathan is experienced in providing financial planning and portfolio management services for individuals and businesses. Jonathan has experience working with high-net-worth individuals, charitable organizations, corporations, and pension plans. Jonathan holds both Series 63 and Series 65 licenses. Jonathan's previous experience includes working for Fidelity Brokerage Services LLC.

Firm Information

Jonathan Larsen is currently registered with Golden State Equity Partners, LLC. Golden State Equity Partners, LLC is a wealth management firm headquartered in SOUTH COAST METRO, CA. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $743,725,447 in assets for 4,106 clients. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm participates in a wrap fee program.
Golden State Equity Partners, LLC

201 E. SANDPOINTE AVE

SOUTH COAST METRO, CA 92707

$743.73M

Assets Under Management

Not reported

Total Clients

21

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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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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other

Financial planning fees

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Jonathan Larsen’s Registration & Firm History

CA

09/16/2022 - Present

Golden State Equity Partners, LLC (SOUTH COAST METRO CA)

RI

05/19/2000 - 05/15/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 06/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Miller Larsen.
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