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Jonathan William Laturner

Towerpoint Wealth, LLC

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About Jonathan William Laturner

Jonathan William Laturner is a financial advisor with Towerpoint Wealth, LLC. Jonathan has been a registered representative since 2013 and currently holds Series 66, Series 7 and SIE licenses. Jonathan is registered to provide investment advice in California, Nevada, and Texas. In addition to investment advice, Jonathan also provides financial planning services. Prior to joining Towerpoint Wealth, Jonathan was employed by Wells Fargo Clearing Services and Purshe Kaplan Sterling Investments.

Firm Information

Jonathan Laturner is currently registered with Towerpoint Wealth, LLC. Towerpoint Wealth, LLC is a financial advisory firm located in Sacramento, CA. They manage over $418 million in assets for individuals, high-net-worth individuals, businesses, and pension plans. They offer a variety of financial planning and portfolio management services.
Towerpoint Wealth, LLC

500 CAPITOL MALL

SACRAMENTO, CA 95814

$418.96M

Assets Under Management

3

Total Clients

4

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 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 Laturner’s Registration & Firm History

CA

09/07/2018 - Present

Towerpoint Wealth, LLC (Sacramento CA)

CA

09/20/2018 - 11/02/2020

PURSHE KAPLAN STERLING INVESTMENTS (Sacramento CA)

CA

01/11/2013 - 09/06/2018

WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 02/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan William Laturner.
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