Strategic Portfolio Advisors, Inc.

Strategic Portfolio Advisors, Inc. (CRD# 147194) is a financial advisory firm headquartered in Long Beach, CA. They manage $73,001,555 in 258 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
194 Marina Drive, Suite 202, Long Beach, CA 90803
https://spadvisors.net/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $282,952
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Strategic Portfolio Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Todd Jones, financial advisor Long Beach CA
Todd M. Jones
CRD#: 1173145
194 Marina Drive, Suite 202, Long Beach, CA 90803

Todd M. Jones is a Registered Investment Advisor (RIA) in Long Beach, CA.  He is the President & Chief Investment Officer at Strategic Portfolio Advisors, located at Alamitos Bay Marina. With over 35 years in the financial/ investment industry, Todd is excited to have the honor of being the person assisting his  clients achieve their financial goals. 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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