Jonathan Endo, financial advisor Irvine CA

Jonathan Endo

CRD Number: 4893772
Current Firm: First Foundation Advisors

Jonathan Endo (CRD# 4893772) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
First Foundation Advisors Irvine, CA Mar 2016 - Current 8
Rgt Capital Management, Ltd. Irvine, CA Sep 2006 - Mar 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Jonathan T. Endo
Phone Number: 949-476-0300
Firm Website: http://www.ff-inc.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,985
    MILLIONS
  • Total Number of Accounts
    4,177
    ACCOUNTS
  • Average Account Value
    $1,193,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA

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