Jonathan Weeks (CRD# 7316447) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Fluency | Irvine, CA | Jul 2021 - Current | 2 |
| Alphastar Capital Management, LLC | Cornelius, NC | Nov 2020 - Jul 2021 | < 1 |
| The Afi Group | Tustin, CA | Feb 2020 - Jul 2021 | 1 |
| Unemployed | Long Beach, CA | Jun 2019 - Jan 2020 | < 1 |
| Philadelphia Phillies | Clearwater, FL | Feb 2019 - Jun 2019 | < 1 |
| Mover Services Inc. | Rancho Dominguez, CA | Jul 2018 - Jan 2019 | < 1 |
| University Of Hawaii | Honolulu, HI | Aug 2014 - May 2018 | 3 |
| Millikan High School | Long Beach, CA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$321,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Educational seminars/workshops
CA
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