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 18 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 9 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 over 2 years 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 16 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.