Jonathan Foster, financial advisor Santa Monica CA
93 score

Jonathan Foster

CRD 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 21 years of experience in the finance industry.

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Company Name Location Dates Years
Angeles Wealth Management Santa Monica, CA Nov 2011 - Current 4
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
Contact Info for Jonathan R. Foster
Phone Number: 310-393-6300
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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