Jonah Kaufman, financial advisor San Diego CA
93 score

Jonah Kaufman

CRD Number: 5587647
Current Firm: Cuso Financial Services, LP

Jonah Kaufman (CRD# 5587647) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Dec 2011 - Current 5
Coastal Federal Credit Union Durham, NC Oct 2011 - Current 5
Cuna Brokerage Services, Inc. Waverly, IA Oct 2011 - Nov 2011 < 1
Fidelity Brokerage Services LLC Cary, NC Nov 2007 - Sep 2011 3
World Market Raleigh, NC Jul 2008 - Jul 2009 1
Unemployed Raleigh, NC Oct 2007 - Jul 2008 < 1
Old Chicago Pizza And Pasta Wake Forest, NC Jul 2007 - Oct 2007 < 1
First Bank And Trust Officer Abingdon, VA Aug 2006 - Jun 2007 < 1
21st Mortgage Knoxville, TN Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jonah Kaufman
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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