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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wilson is an Investment Advisor Representative at Summit Trail Advisors, LLC, with a Series 65 license and over five years of experience in the industry. Jonathan is registered in California and focuses on providing advisory services to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jonathan's previous work includes various roles in the San Francisco Bay Area, including experience in construction, sales, and customer service.
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.
Outsourced chief investment officer services / family office services
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
12/16/2022 - Present
Summit Trail Advisors, LLC (CORTE MADERA CA)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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