Unclaimed Profile

Jonathan Gideon Riley

AIMZ INVESTMENT ADVISORS LLC·LOS ALTOS, California

Series 7Clean record22 years registeredAIMZ INVESTMENT ADVISORS LLC

4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA 94022CRD# 2947957Firm CRD# 155810

Profile Verification

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

Identity

Jonathan Gideon Riley · LOS ALTOS, CA

Registration

CRD #2947957 · AIMZ INVESTMENT ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

RILEY FRIEDMAN ASSET MANAGEMENT

May 2011 – present

LEHRER MANAGEMENT CO INC

Jan 2011 – Jul 2011

CUPERTINO, CA

LEHRER MANAGEMENT CO INC

Sep 2003 – Sep 2003

CUPERTINO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · September 15, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AIMZ INVESTMENT ADVISORS LLC

CRD 155810 · SEC 801-72721

AUM

$453M

Regulatory assets under management

Employees

531 client accounts

Services offered by AIMZ INVESTMENT ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AIMZ INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Gideon Riley offer?

Jonathan Gideon Riley specializes in Investment Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.

What are Jonathan Gideon Riley's credentials?

Jonathan Gideon Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Gideon Riley located?

Jonathan Gideon Riley is based in LOS ALTOS, California, working with AIMZ INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Jonathan Gideon Riley charge for services?

Jonathan Gideon Riley'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 AIMZ INVESTMENT ADVISORS LLC?

AIMZ INVESTMENT ADVISORS LLC has approximately 2 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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