AdvisorOS Directory
Claim Profile
JS

Jonathan Sassoon

CHARGER INVESTMENT PARTNERS LP·EL SEGUNDO, California
Unclaimed Profile
880 APOLLO STREET, EL SEGUNDO, CA 90245CRD# 5335687Firm CRD# 307191
01

About

Jonathan Sassoon is a registered financial advisor based in EL SEGUNDO, California, affiliated with CHARGER INVESTMENT PARTNERS LP. 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
CHARGER INVESTMENT PARTNERS LP
CHARGER INVESTMENT PARTNERS LP
AUM
$549M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CHARGER INVESTMENT PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5335687
Firm CRD# 307191
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EL SEGUNDO?

Browse all registered financial advisors in EL SEGUNDO, California or claim this profile if it's yours.

Browse EL SEGUNDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Sassoon offer?
Jonathan Sassoon specializes in Retirement Planning. Contact their office in EL SEGUNDO, California for a consultation.
What are Jonathan Sassoon's credentials?
Jonathan Sassoon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Sassoon located?
Jonathan Sassoon is based in EL SEGUNDO, California, working with CHARGER INVESTMENT PARTNERS LP. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Jonathan Sassoon charge for services?
Jonathan Sassoon'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 CHARGER INVESTMENT PARTNERS LP?
CHARGER INVESTMENT PARTNERS LP has approximately 15 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EL SEGUNDO
David Carlson Rupert — GRIFFIN CAPITAL BDC ADVISOR, LLCJoseph Everett Miller — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCRandy Iner Anderson — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCHoward Scott Hirsch — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCKevin Alan Shields — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile