Jonas Champion, financial advisor San Rafael CA

Jonas Champion

CRD Number: 5502964
Current Firm: Net Income LLC

Jonas Champion (CRD# 5502964) is an Investment Advisor Representative working at Net Income LLC in San Rafael, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Sprout Sprawl LLC Jackson, WY Feb 2016 - Current 8
Net Income LLC San Rafael, CA Nov 2015 - Current 8
Jtc International Mill Valley, CA Nov 2015 - Current 8
Intensify LLC Jackson, WY Feb 2016 - May 2021 5
Cuso Financial Services, LP San Diego, CA Dec 2011 - Oct 2015 3
Redwood Credit Union Santa Rosa, CA Dec 2011 - Oct 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Jonas T. Champion
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $194,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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