Unclaimed Profile

Jonathan William Butler

BTR CAPITAL MANAGEMENT INC·OAKLAND, California

Series 7, Series 63Clean record22 years registeredBTR CAPITAL MANAGEMENT INC

1999 HARRISON STREET, OAKLAND, CA 94612CRD# 3276632Firm CRD# 105195

Profile Verification

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

Identity

Jonathan William Butler · OAKLAND, CA

Registration

CRD #3276632 · BTR CAPITAL MANAGEMENT INC · 22 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 2022 – present

BTR CAPITAL MANAGEMENT INC

Mar 2011 – Dec 2022

OAKLAND, CA

SDR CAPITAL MANAGEMENT, INC.

Aug 2003 – Oct 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 21, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTR CAPITAL MANAGEMENT INC

CRD 105195 · SEC 801-34890

AUM

$1.2B

Regulatory assets under management

Employees

736 client accounts

Services offered by BTR CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BTR CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Jonathan William Butler offer?

Jonathan William Butler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.

What are Jonathan William Butler's credentials?

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

Where is Jonathan William Butler located?

Jonathan William Butler is based in OAKLAND, California, working with BTR CAPITAL MANAGEMENT INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Jonathan William Butler charge for services?

Jonathan William Butler'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 BTR CAPITAL MANAGEMENT INC?

BTR CAPITAL MANAGEMENT INC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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