Jonathan Laturner (CRD# 5103684) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2022 - Current | 1 |
| Towerpoint Wealth, LLC | Sacramento, CA | Aug 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2018 - Nov 2020 | 2 |
| Wells Fargo Clearing Services, LLC | Sacramento, CA | Nov 2016 - Aug 2018 | 1 |
| Wells Fargo Advisors, LLC | Sacramento, CA | Nov 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- CA
- TX
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts1,320ACCOUNTS
-
Average Account Value$317,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NV, OR, TX
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