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Jon Lonsdale

NA INVESTMENT ADVISORS·LOS ALTOS, California
Unclaimed Profile
4984 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 6221844Firm CRD# 167960
01

About

Jon Lonsdale is a registered financial advisor based in LOS ALTOS, California, affiliated with NA INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DENARIUS ADVISORS, LLC
DENARIUS ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DENARIUS ADVISORS, LLC →
Services
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6221844
Firm CRD# 167960
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Lonsdale offer?
Jon Lonsdale specializes in Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.
What are Jon Lonsdale's credentials?
Jon Lonsdale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Lonsdale located?
Jon Lonsdale is based in LOS ALTOS, California, working with NA INVESTMENT ADVISORS. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Jon Lonsdale charge for services?
Jon Lonsdale'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 NA INVESTMENT ADVISORS?
NA INVESTMENT ADVISORS has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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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
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