Jon Brouard (CRD# 7320056) is an Investment Advisor Representative working at New Century Partners in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Century Partners | San Francisco, CA | Oct 2020 - Current | 3 |
| Wework | New York, NY | Oct 2018 - Sep 2020 | 1 |
| Steven Winter Associates | New York, NY | Jun 2017 - Sep 2018 | 1 |
| Marchetti Consulting Engineers | Pound Ridge, NY | Nov 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management804MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$267,874,741
- A percentage of assets under your management
- Hourly charges
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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