Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Chocco is an Investment Advisor Representative with Global Retirement Partners LLC. He is registered with the state of California and Washington. Jonathan has a Series 65 license and has been in the industry since 2014. Jonathan specializes in retirement planning, financial planning, and portfolio management. He has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Jonathan is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
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
10/05/2023 - Present
Global Retirement Partners LLC (San Clemente CA)
IA
Issued 03/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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