Jonathan DrubnerCRD Number: 6066788
Current Firm: Intersect Capital LLC
Jonathan Drubner (CRD# 6066788) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 5 years of experience in the finance industry. Jonathan Drubner 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.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Intersect Capital LLC||San Ramon, CA||Jan 2017 - Current||1|
|L & S Advisors, Inc.||Los Angeles, CA||May 2012 - Jan 2017||4|
|L & S Advisors, Inc.||Los Angeles, CA||May 2012 - May 2013||1|
|Maggie Vision Productions||New York, NY||Sep 2000 - Aug 2012||11|
|Espy-awards||New York, NY||Jun 2000 - Jul 2012||12|
|Espn Road Trip||Bristol, CT||Sep 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management393MILLIONS
Total Number of Accounts293ACCOUNTS
Average Account Value$1,341,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, LA, OR, TX, UT, WA
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