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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Straub is an investment advisor representative associated with Mariner Wealth. Jonathan has been in the industry since 2014. Jonathan is registered with the state of California and holds the Series 65 license. Jonathan has been a manager for OpenAdvisor, LLC which is a holding company for registered investment advisors. Jonathan has also been a director for Accelerant Law, PLLC, an estate planning law practice. Jonathan is on the advisory board for Wellesley Asset Management, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Family office 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
03/08/2022 - Present
Mariner Wealth (LOS ANGELES CA)
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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