Jonathan Lore, financial advisor Denver CO
93 score

Jonathan Lore

CRD Number: 5428732
Current Firm: Personal Capital Advisors Corporation

Jonathan Lore (CRD# 5428732) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation Denver, CO Nov 2014 - Current 3
Ubs Financial Services Inc. Los Angeles, CA Sep 2007 - Oct 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jonathan Lore
Phone Number: 415-800-5922
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    6,489
    MILLIONS
  • Total Number of Accounts
    37,793
    ACCOUNTS
  • Average Account Value
    $171,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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