Jorge Alonso (CRD# 7062927) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Encino, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precision Surgical Consultants | Los Angeles, CA | Oct 2017 - Current | 6 |
| Pacific Surgical | Los Angeles, CA | Oct 2013 - Sep 2017 | 3 |
- CA
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,174,523
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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