Jonathan GoodCRD Number: 5500925
Current Firm: Principal Securities, Inc.
Jonathan Good (CRD# 5500925) is an Investment Advisor Representative working at Principal Securities, Inc. in San Diego, CA and has over 8 years of experience in the finance industry.
|Principal Life Insurance Company||San Diego, CA||Nov 2013 - Current||3|
|Princor Financial Services Corporation||San Diego, CA||Nov 2013 - Current||3|
|Unionbanc Investment Services||San Diego, CA||Jan 2011 - Nov 2013||2|
|Independent Financial Group||San Diego, CA||Feb 2010 - Dec 2010||< 1|
|Financial Designs||San Diego, CA||Feb 2010 - Dec 2010||< 1|
|Wfp Securities||San Diego, CA||Mar 2008 - Feb 2010||1|
|Western Financial Advisors||San Diego, CA||Nov 2007 - Feb 2010||2|
|Pacific Debt Solutions||San Diego, CA||Apr 2007 - Nov 2007||< 1|
|Ats Appraisals||Solana Beach, CA||Sep 2004 - Apr 2007||2|
|Premier Food Svcs.||Del Mar, CA||May 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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