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Jonathan Wee Cheng

Breakwater Investment Group, LLC

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About Jonathan Wee Cheng

Jonathan Cheng is a Certified Financial Planner™ and Chartered Financial Analyst® who has been in the financial services industry since 1990. Jonathan is a Managing Partner and Investment Advisor Representative at Breakwater Investment Group, LLC. Jonathan has over 30 years of experience in providing financial advice and portfolio management services to individuals and businesses. Jonathan's specialties include asset management, portfolio construction, retirement planning, and estate planning. Jonathan is committed to providing his clients with personalized financial guidance and investment strategies that are designed to meet their unique needs and goals. Jonathan is a registered investment advisor in California.

Firm Information

Jonathan Cheng is currently registered with Breakwater Investment Group, LLC. Breakwater Investment Group, LLC is an investment advisor based in [Location]. They provide a range of advisory services including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. The firm primarily serves high net worth individuals, charitable organizations, and tribal organizations, with approximately $40.3 million in regulatory assets under management.

$40.30M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Cheng’s Registration & Firm History

CA

01/01/2025 - Present

Breakwater Investment Group, LLC (NEWPORT BEACH CA)

NA

04/12/1991 - 07/22/1992

INTREPID SECURITIES, INC.

NA

07/11/1990 - 02/05/1991

AMEV INVESTORS, INC.

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Licenses & Designations

BC

Issued 06/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Wee Cheng.
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