Unclaimed Profile

Jonathan Paul Straub

ADVICEPERIOD, LLC·LOS ANGELES, California

Series 65Clean record21 years registeredADVICEPERIOD, LLC

2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 4858068Firm CRD# 169828

Profile Verification

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

Identity

Jonathan Paul Straub · LOS ANGELES, CA

Registration

CRD #4858068 · ADVICEPERIOD, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MARINER

Mar 2022 – present

ADVICEPERIOD, LLC

Jan 2014 – Mar 2022

LOS ANGELES, CA

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Apr 2014

POTOMAC, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Sep 2004 – May 2007

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 22, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVICEPERIOD, LLC

CRD 169828 · SEC 801-79005

AUM

$4.5B

Regulatory assets under management

Employees

4,821 client accounts

Services offered by ADVICEPERIOD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVICEPERIOD, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Paul Straub offer?

Jonathan Paul Straub specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.

What are Jonathan Paul Straub's credentials?

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

Where is Jonathan Paul Straub located?

Jonathan Paul Straub is based in LOS ANGELES, California, working with ADVICEPERIOD, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jonathan Paul Straub charge for services?

Jonathan Paul Straub's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVICEPERIOD, LLC?

ADVICEPERIOD, LLC has approximately 92 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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