Jonathan Luskin, financial advisor San Diego CA

Jonathan Luskin

CRD Number: 6348626
Current Firm: Luskin Financial Planning

Jonathan Luskin (CRD# 6348626) is an Investment Advisor Representative working at Luskin Financial Planning in San Diego, CA and has over 9 years of experience in the finance industry. Jonathan Luskin 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
Luskin Financial Planning San Diego, CA Aug 2021 - Current 2
Self San Diego, CA Apr 2013 - Current 10
Ferri Investment Solutions Georegetown, TX Jun 2021 - Aug 2021 < 1
Define Financial, LLC San Diego, CA Jul 2017 - Dec 2020 3
Advanced Practice Advisors, LLC San Diego, CA Jul 2016 - Aug 2017 1
Source Financial Advisors, LLC San Diego, CA Mar 2015 - Aug 2015 < 1
Wealth Analytics San Diego, CA Nov 2013 - Feb 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Jonathan M. Luskin
Phone Number: 619-394-4644
Registered State(s):
  • CA
  • FL
  • MA
  • NY
  • TX
  • WA
Current Firm Details
Luskin Financial Planning
Firm's CRD Number: 314744
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, MA, NY, TX, WA

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