Todd Jones
CRD Number: 1173145Current Firm: Strategic Portfolio Advisors, Inc.
Compensation Model: Fee Only
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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Portfolio Advisors, Inc. | Long Beach, CA | Jun 2008 - Current | 15 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management73MILLIONS
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Total Number of Accounts258ACCOUNTS
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Average Account Value$282,952
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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