Unclaimed Profile

Philip Willem Jonckheer

EQUIUS PARTNERS, INC.·NOVATO, California

Series 65Clean record28 years registeredEQUIUS PARTNERS, INC.

3 HAMILTON LANDING, NOVATO, CA 94949CRD# 2309161Firm CRD# 110450

Profile Verification

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

Identity

Philip Willem Jonckheer · NOVATO, CA

Registration

CRD #2309161 · EQUIUS PARTNERS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EQUIUS PARTNERS, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2023 – Aug 2024

JUPITER, FL

EQUIUS PARTNERS, INC.

Aug 1997 – Apr 2023

NOVATO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 27, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUIUS PARTNERS, INC.

CRD 110450 · SEC 801-20786

AUM

$1.0B

Regulatory assets under management

Employees

1,137 client accounts

Services offered by EQUIUS PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUIUS PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Philip Willem Jonckheer offer?

Philip Willem Jonckheer specializes in Financial Planning, Investment Management, Wealth Management.

What are Philip Willem Jonckheer's credentials?

Philip Willem Jonckheer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Willem Jonckheer located?

Philip Willem Jonckheer is based in NOVATO, California, last registered with EQUIUS PARTNERS, INC..

How does Philip Willem Jonckheer charge for services?

Philip Willem Jonckheer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUIUS PARTNERS, INC.?

EQUIUS PARTNERS, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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