Unclaimed Profile

Jonathan Reed Hallam

SCION ASSET MANAGEMENT, LLC·CUPERTINO, California

Clean recordSCION ASSET MANAGEMENT, LLC

20400 STEVENS CREEK BLVD., CUPERTINO, CA 95014CRD# 6197234Firm CRD# 167772

Profile Verification

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

Identity

Jonathan Reed Hallam · CUPERTINO, CA

Registration

CRD #6197234 · SCION ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Reed Hallam is a registered financial advisor based in CUPERTINO, California, affiliated with SCION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SCION ASSET MANAGEMENT, LLC

AUM

$196M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCION ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6197234

Firm CRD# 167772

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Reed Hallam offer?

Jonathan Reed Hallam specializes in Retirement Planning. Contact their office in CUPERTINO, California for a consultation.

What are Jonathan Reed Hallam's credentials?

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

Where is Jonathan Reed Hallam located?

Jonathan Reed Hallam is based in CUPERTINO, California, working with SCION ASSET MANAGEMENT, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.

How does Jonathan Reed Hallam charge for services?

Jonathan Reed Hallam'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 SCION ASSET MANAGEMENT, LLC?

SCION ASSET MANAGEMENT, LLC has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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