Jonathan Cheng, financial advisor Newport Beach CA

Jonathan Cheng

CRD Number: 2067921
Current Firm: Breakwater Investment Group, LLC

Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry. Jonathan Cheng 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.

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Professional Designations
Company Name Location Dates Years
Breakwater Investment Group, LLC Newport Beach, CA Sep 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
Contact Info for Jonathan W. Cheng
Phone Number: 949-812-6945
Registered State(s):
  • CA
Current Firm Details
Breakwater Investment Group, LLC
Firm's CRD Number: 128747
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $573,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA

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