Unclaimed Profile

Jonathan Manzo-Cardenas

AFFINITY CAPITAL ADVISORS LLC·BERKELEY, California

Series 7, Series 66Clean record15 years registeredAFFINITY CAPITAL ADVISORS LLC

825 PAGE STREET, BERKELEY, CA 94710CRD# 5742461Firm CRD# 166226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Manzo-Cardenas · BERKELEY, CA

Registration

CRD #5742461 · AFFINITY CAPITAL ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

AFFINITY CAPITAL ADVISORS LLC

Feb 2018 – present

PACIFIC PRIVATE WEALTH MANAGEMENT, LLC

Nov 2012 – Jul 2018

STOCKTON, CA

HORNOR, TOWNSEND & KENT, INC.

Apr 2011 – Dec 2012

STOCKTON, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINITY CAPITAL ADVISORS LLC

CRD 166226 · SEC 801-81133

AUM

$480M

Regulatory assets under management

Employees

1,409 client accounts

Services offered by AFFINITY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFINITY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Manzo-Cardenas offer?

Jonathan Manzo-Cardenas specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.

What are Jonathan Manzo-Cardenas's credentials?

Jonathan Manzo-Cardenas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Manzo-Cardenas located?

Jonathan Manzo-Cardenas is based in BERKELEY, California, working with AFFINITY CAPITAL ADVISORS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Jonathan Manzo-Cardenas charge for services?

Jonathan Manzo-Cardenas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFINITY CAPITAL ADVISORS LLC?

AFFINITY CAPITAL ADVISORS LLC has approximately 8 employees and manages $480M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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