Jon Ekoniak (CRD# 1717269) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 25 years of experience in the finance industry. Jon Ekoniak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jon Ekoniak Consultancy | Greenwood Village, CO | Sep 2017 - Dec 2017 | < 1 |
| Charles Schwab & Company | Lone Tree, CO | May 2015 - Aug 2017 | 2 |
| Domestic Engineer | Greenwood Village, CO | Nov 2014 - Apr 2015 | < 1 |
| Ihs | Englewood, CO | Jan 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CA
- TX
- WA
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Total Assets Under Management4,437MILLIONS
-
Total Number of Accounts247ACCOUNTS
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Average Account Value$17,965,473
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, IL, MA, NV, OR, TX, WA
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