Pacific Shores Investment Advisors
Pacific Shores Investment Advisors (CRD# 149710) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $8,608,370 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$165,546
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathon Cohen (CRD# 4639254) is an Investment Advisor Representative working at Pacific Shores Investment Advisors in Laguna Beach, CA and has over 13 years of experience in the finance industry. Jonathon Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.