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Jonathan Christopher Brooks

PRESTON CAPITAL LLC·ALISO VIEJO, California
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120 VANTIS, ALISO VIEJO, CA 92656CRD# 7810049Firm CRD# 328417
01

About

Jonathan Christopher Brooks is a registered financial advisor based in ALISO VIEJO, California, affiliated with PRESTON CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRESTON CAPITAL LLC
PRESTON CAPITAL
AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PRESTON CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7810049
Firm CRD# 328417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Christopher Brooks offer?
Jonathan Christopher Brooks specializes in Retirement Planning. Contact their office in ALISO VIEJO, California for a consultation.
What are Jonathan Christopher Brooks's credentials?
Jonathan Christopher Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Christopher Brooks located?
Jonathan Christopher Brooks is based in ALISO VIEJO, California, working with PRESTON CAPITAL LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Jonathan Christopher Brooks charge for services?
Jonathan Christopher Brooks's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTON CAPITAL LLC?
PRESTON CAPITAL LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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