AdvisorOS Directory
Claim Profile
JL

Jonathan David Leidy

PORTICO WEALTH ADVISORS, LLC·LARKSPUR, California
Unclaimed Profile
17 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 4192876Firm CRD# 151794
01

About

Jonathan David Leidy is a registered financial advisor based in LARKSPUR, California, affiliated with PORTICO WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PORTICO WEALTH ADVISORS, LLC
PORTICO WEALTH ADVISORS, LLC
AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PORTICO WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4192876
Firm CRD# 151794
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LARKSPUR?

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

Browse LARKSPUR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan David Leidy offer?
Jonathan David Leidy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are Jonathan David Leidy's credentials?
Jonathan David Leidy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Leidy located?
Jonathan David Leidy is based in LARKSPUR, California, working with PORTICO WEALTH ADVISORS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Jonathan David Leidy charge for services?
Jonathan David Leidy'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 PORTICO WEALTH ADVISORS, LLC?
PORTICO WEALTH ADVISORS, LLC has approximately 4 employees and manages $232M 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 at PORTICO WEALTH ADVISORS, LLC

David Joseph Tarantino
LARKSPUR, CA

More Advisors in LARKSPUR, California

Michael David Kahn
TRIAVERA CAPITAL LLC·LARKSPUR, CA
John Hutchinson Frank
FORT BAKER CAPITAL MANAGEMENT LP·LARKSPUR, CA
Bethy Ronces
GREENSTONE PARTNERS, LLC·LARKSPUR, CA
Joanna Maria Gallegos
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, CA
Patrick Michael Beresh
BERESH, PATRICK MICHAEL·LARKSPUR, CA
Sean Kreiger
JACKSON SQUARE PARTNERS, LLC·LARKSPUR, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile