Jonathan Barrera (CRD# 5897091) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | San Diego, CA | Oct 2021 - Current | 2 |
| Park Avenue Securities | San Diego, CA | Oct 2021 - Current | 2 |
| Guardian Life Insurance Company | Encinitas, CA | Jul 2021 - Current | 2 |
| Park Avenue Securiites | Encinitas, CA | Jul 2021 - Current | 2 |
| Guardian Life Insurance Company | La Jolla, CA | Jul 2021 - Oct 2021 | < 1 |
| Park Avenue Secuirites | La Jolla, CA | Jul 2021 - Oct 2021 | < 1 |
| Guardian Life Insurance Company | Oxnard, CA | Dec 2020 - Jul 2021 | < 1 |
| Park Avenue Securities | Oxnard, CA | Dec 2020 - Jul 2021 | < 1 |
| Guardian Life Insurance | Oxnard, CA | Nov 2020 - Dec 2020 | < 1 |
| Park Avenue Securities | Oxnard, CA | Nov 2020 - Dec 2020 | < 1 |
| Guardian Life Insurance Company | Encino, CA | Jun 2020 - Dec 2020 | < 1 |
| Park Avenue Securities | Encino, CA | Jun 2020 - Dec 2020 | < 1 |
| Guardian Life Insurance | Ventura, CA | Aug 2018 - Nov 2020 | 2 |
| Park Avenue Securities | Ventura, CA | Aug 2018 - Nov 2020 | 2 |
| Guardian Life Insurance | Beverly Hills, CA | Oct 2017 - Jun 2020 | 2 |
| Park Avenue Securities | Beverly Hills, CA | Oct 2017 - Jun 2020 | 2 |
| Park Avenue Securities | Oxnard, CA | Oct 2017 - Aug 2018 | < 1 |
| Guardian Life Insurance | Oxnard, CA | Oct 2017 - Aug 2018 | < 1 |
| Guardian Life Insurance Company | La Jolla, CA | Oct 2017 - Oct 2017 | < 1 |
| Park Avenue Securities | La Jolla, CA | Oct 2017 - Oct 2017 | < 1 |
| Nylife Securities LLC | Austin, TX | May 2011 - Oct 2017 | 6 |
| New York Life Insurance Co | Austin, TX | Mar 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- AZ
- CA
- FL
- GA
- HI
- KS
- MI
- MO
- MT
- NV
- NC
- OR
- PA
- TX
- UT
- VA
- WA
- WI
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- 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, WY
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