Unclaimed Profile

Jon Lonsdale

NA INVESTMENT ADVISORS·LOS ALTOS, California

SIE, Series 62, Series 63Clean recordNA INVESTMENT ADVISORS

4984 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 6221844Firm CRD# 167960

Profile Verification

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

Identity

Jon Lonsdale · LOS ALTOS, CA

Registration

CRD #6221844 · NA INVESTMENT ADVISORS

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 62

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENARIUS ADVISORS, LLC

CRD 167960 · SEC 801-78319

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by DENARIUS ADVISORS, LLC

Per Form ADV

Security ratings or pricing services

View all advisors at DENARIUS ADVISORS, LLC →

Introduction

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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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