Jonathan Keith, financial advisor Santa Barbara CA
93 score

Jonathan Keith

CRD Number: 5962746
Current Firm: Laguna Capital Management, Inc.

Jonathan Keith (CRD# 5962746) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 4 years of experience in the finance industry. Jonathan Keith 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
Laguna Capital Management, Inc. Santa Barbara, CA Dec 2015 - Current 1
Lpl Financial LLC Santa Barbara, CA Jul 2012 - Dec 2015 3
Laguna Capital Management Santa Barbara, CA Jun 2011 - Jul 2012 1
Tuck School Of Business At Dartmouth Hanover, NH Aug 2009 - Jun 2011 1
Empirical Systems Aerospace Oceano, CA Jun 2003 - Aug 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jonathan D. Keith
Phone Number: 805-969-9935
Firm Website: http://www.lagunacm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $280,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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