Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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