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Jonathan Walter Botts

TRANSFORMATIVE WEALTH CONSULTING GROUP LLC·EL SEGUNDO, California
SIE, Series 6, Series 7, Series 26, Series 63Clean recordTRANSFORMATIVE WEALTH CONSULTING GROUP LLC
300 CONTINENTAL BLVD., EL SEGUNDO, CA 90245CRD# 4285514Firm CRD# 295843

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Walter Botts · EL SEGUNDO, CA
Registration
CRD #4285514 · TRANSFORMATIVE WEALTH CONSULTING GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRANSFORMATIVE WEALTH CONSULTING GROUP LLC
CRD 295843 · SEC 801-113238
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Services offered by TRANSFORMATIVE WEALTH CONSULTING GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRANSFORMATIVE WEALTH CONSULTING GROUP LLC →
Introduction

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Frequently Asked Questions

What services does Jonathan Walter Botts offer?
Jonathan Walter Botts specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EL SEGUNDO, California for a consultation.
What are Jonathan Walter Botts's credentials?
Jonathan Walter Botts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Walter Botts located?
Jonathan Walter Botts is based in EL SEGUNDO, California, working with TRANSFORMATIVE WEALTH CONSULTING GROUP LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Jonathan Walter Botts charge for services?
Jonathan Walter Botts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSFORMATIVE WEALTH CONSULTING GROUP LLC?
TRANSFORMATIVE WEALTH CONSULTING GROUP LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Research
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