Jonathan Budish, financial advisor Santa Monica CA

Jonathan Budish

CRD Number: 6484719
Current Firm: Verified Financial

Jonathan Budish (CRD# 6484719) is an Investment Advisor Representative working at Verified Financial in Santa Monica, CA and has over 5 years of experience in the finance industry.

Similar Advisors
 , financial advisor Santa Monica CA

CRD# 2962660
H. Beck, Inc.
Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Similar Advisors
Michael Aaron, financial advisor Santa Monica CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Company Name Location Dates Years
Verified Financial LLC Santa Monica, CA Jul 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Century City, CA Apr 2015 - Jul 2018 3
Gloveworx Santa Monica, CA Jul 2014 - Jan 2015 < 1
Excel Sports Management New York, NY Sep 2011 - May 2014 2
Iwould LLC New York, NY May 2010 - Sep 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Jonathan E. Budish
Phone Number: 9172706451
Registered State(s):
  • CA
Current Firm Details
Verified Financial
Firm's CRD Number: 293384
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.