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Jonathan Ryan Warner

Continuum Advisory, LLC

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About Jonathan Ryan Warner

Jonathan Warner is a Registered Investment Advisor (RIA) in Idaho. Jonathan is currently associated with Continuum Advisory, LLC and is registered with the state of Idaho. Jonathan Warner has been in the financial services industry for over 14 years, working with clients on a variety of financial planning needs, including portfolio management. Jonathan is also a Certified Public Accountant (CPA) and brings a unique perspective to his clients' financial situations. Jonathan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Jonathan Warner has previously been employed by JOHN R WARNER CPA PC and IG Advisory, LLC. Jonathan has passed the Series 65 exam.

Firm Information

Jonathan Warner is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Warner’s Registration & Firm History

ID

01/02/2024 - Present

Continuum Advisory, LLC (Meridian ID)

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Licenses & Designations

IA

Issued 06/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Ryan Warner.
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