Surevest Wealth Management

Surevest Wealth Management (CRD# 122369) is a financial advisory firm headquartered in Phoenix, AZ. They manage $101,288,415 in 372 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $272,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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.

AZ, CA, FL, NJ, NV, NY, TX

Financial Advisors at Surevest Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Luna
CRD#: 3165706
9841 E. Bell Road #140, Scottsdale, AZ 85260
93
Wealthminder
score

Robert Luna (CRD# 3165706) is an Investment Advisor Representative working at Surevest Wealth Management in Scottsdale, AZ and has over 17 years of experience in the finance industry.

2
Brandon J. Nachman
CRD#: 5433146
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
93
Wealthminder
score

Brandon Nachman (CRD# 5433146) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has over 8 years of experience in the finance industry.

3
Lisa C. Chastain
CRD#: 6192929
9115 West Russell Road, Suite 120, Las Vegas, NV 89148
75
Wealthminder
score

Lisa Chastain (CRD# 6192929) is an Investment Advisor Representative working at Surevest Wealth Management in Las Vegas, NV and has 1 year of experience in the finance industry.

4
Jennifer L. Jacobi
CRD#: 4192052
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
73
Wealthminder
score

Jennifer Jacobi (CRD# 4192052) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has over 15 years of experience in the finance industry.

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