Jonathan Bartfeld (CRD# 6494958) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Coast Financial LLC | Sonoma, CA | Jun 2022 - Current | 1 |
| Sonoma Creek Vineyards | Sonoma, CA | Aug 2019 - Jun 2022 | 2 |
| Self-employed | Los Angeles, CA | Aug 2018 - Jul 2019 | < 1 |
| Treasure Coast Bullion Group | Los Angeles, CA | Jul 2018 - Apr 2019 | < 1 |
| Larson Family Winery | Sonoma, CA | Jun 2017 - Jul 2018 | 1 |
| Sustainable Wealth Management | Saratoga Springs, NY | Sep 2016 - May 2017 | < 1 |
| Skidmore College | Saratoga Springs, NY | Sep 2013 - May 2017 | 3 |
| Unemployed | Saratoga Springs, NY | Aug 2015 - Sep 2016 | 1 |
| Travelers Insurance | Glen Falls, NY | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CA
-
Total Assets Under Management1,899MILLIONS
-
Total Number of Accounts2,039ACCOUNTS
-
Average Account Value$931,473
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, ID, IL, LA, MA, MN, NC, NH, NV, NY, OR, TX, WA
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