Jon McLaughlin, financial advisor Newport Beach CA

Jon McLaughlin

CRD Number: 4474141
Current Firm: Signature Resources Capital Management, LLC

Jon McLaughlin (CRD# 4474141) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Resources Capital Management LLC Irvine, CA Aug 2019 - Current 4
One Wealth Management Santa Monica, CA Feb 2019 - Aug 2019 < 1
Unemployed Hawthorne, CA Jun 2018 - Feb 2019 < 1
First Western Capital Management Company Los Angeles, CA Apr 2010 - Jun 2018 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Jon N. McLaughlin
Phone Number: 949-261-7726
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    1,174
    ACCOUNTS
  • Average Account Value
    $186,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, LA, MA, NJ, NM, NY, PA, TX

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