Jonathan FosterCRD Number: 1037245
Current Firm: Angeles Wealth Management, LLC
Jonathan Foster (CRD# 1037245) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 22 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Angeles Wealth Management||Santa Monica, CA||Nov 2011 - Current||5|
|Self Employed||Los Angeles, CA||Feb 2011 - Nov 2011||< 1|
|Lpl Financial||Los Angeles, CA||Aug 2010 - Feb 2011||< 1|
|Carson Wealth Management Group||Omaha, NE||Apr 2009 - Feb 2011||1|
|Self Employed||Los Angeles, CA||Oct 2007 - Apr 2009||1|
|E*trade Securities||Los Angeles, CA||Jan 2005 - Oct 2007||2|
|Howard Capital Management||Los Angeles, CA||Jun 1995 - Oct 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management172MILLIONS
Total Number of Accounts65ACCOUNTS
Average Account Value$2,651,185
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, TX
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