Jonathan SycamoreCRD Number: 5589426
Current Firm: Cetera Advisor Networks LLC
Jonathan Sycamore (CRD# 5589426) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Seal Beach, CA and has over 8 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Feb 2012 - Current||4|
|Financial Network||El Segundo, CA||Feb 2012 - Dec 2012||< 1|
|Financial Network||El Segundo, CA||Sep 2010 - Dec 2011||1|
|Adr Services||Thousand Oaks, CA||Mar 2009 - Jul 2010||1|
|Aig Financial Advisors||Phoenix, AZ||Aug 2008 - Nov 2008||< 1|
|Icm||Woodland Hills, CA||Aug 2008 - Nov 2008||< 1|
|Industro Tools||Encino, CA||Aug 2007 - Jul 2008||< 1|
|Pacific Home Remodeling||Los Angeles, CA||Jun 2007 - Aug 2007||< 1|
|Strategic Financial||Van Nuys, CA||Apr 2007 - Jun 2007||< 1|
|Swank Audio Visual||Westlake Village, CA||Nov 2006 - Apr 2007||< 1|
|Unemployed||Thousand Oaks, CA||Sep 2006 - Nov 2006||< 1|
|Byu-idaho Video Productions||Rexburg, ID||May 2005 - Aug 2006||1|
|Brigham Young University-idaho||Rexburg, ID||Sep 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
|S63||Uniform Securities State Law Examination||Oct 2008|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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