Jonathan MaierCRD Number: 7462760
Current Firm: Equitable Advisors, LLC
Jonathan Maier (CRD# 7462760) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Equitable Advisors, LLC||New York, NY||Nov 2021 - Current||< 1|
|Unemployed||Oakland, CA||May 2021 - Nov 2021||< 1|
|Depauw University||Greencastle, IN||Aug 2017 - May 2021||3|
|Oakland Parks And Recreation Foundation||Oakland, CA||Apr 2015 - Apr 2020||5|
|Oakwood Athletic Club||Lafayette, CA||Jun 2019 - Jul 2019||< 1|
|Depauw University||Greencastle, IN||Feb 2019 - May 2019||< 1|
|Oakland Technical High School||Oakland, CA||Aug 2013 - Jun 2017||3|
|Park Day School||Oakland, CA||Aug 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- 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
- Pension consulting services
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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