Ceo Based Investing

Ceo Based Investing (CRD# 283011) is a financial advisory firm headquartered in Oceanside, CA. They manage $92,345 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $30,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ceo Based Investing
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan J. Monjazi
CRD#: 5788090
4115 Chasin St, Oceanside, CA 92056
93
Wealthminder
score

Jonathan Monjazi (CRD# 5788090) is an Investment Advisor Representative working at Ceo Based Investing in Oceanside, CA and has over 6 years of experience in the finance industry.

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