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Jonathan Andrew Needell

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC·RANCHO SANTA MARGARITA, California
Unclaimed Profile
30342 ESPERANZA, RANCHO SANTA MARGARITA, CA 92688-2118CRD# 2270653Firm CRD# 161321
01

About

Jonathan Andrew Needell is a registered financial advisor based in RANCHO SANTA MARGARITA, California, affiliated with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
KAIROS
AUM
$989M
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at KAIROS INVESTMENT MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF CAPITAL INVESTED OR COMMITTED
Regulatory
SEC/IARD CRD# 2270653
Firm CRD# 161321
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Andrew Needell offer?
Jonathan Andrew Needell specializes in Retirement Planning. Contact their office in RANCHO SANTA MARGARITA, California for a consultation.
What are Jonathan Andrew Needell's credentials?
Jonathan Andrew Needell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Andrew Needell located?
Jonathan Andrew Needell is based in RANCHO SANTA MARGARITA, California, working with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the RANCHO SANTA MARGARITA metropolitan area and surrounding communities.
How does Jonathan Andrew Needell charge for services?
Jonathan Andrew Needell's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital invested or committed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIROS INVESTMENT MANAGEMENT COMPANY, LLC?
KAIROS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 58 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RANCHO SANTA MARGARITA
Christine Power Needell — KAIROS INVESTMENT MANAGEMENT COMPANY, LLCCarl Chang — KAIROS INVESTMENT MANAGEMENT COMPANY, LLCJohn O'laughlin — KAIROS INVESTMENT MANAGEMENT COMPANY, LLCMichael T.p. Chang — KAIROS INVESTMENT MANAGEMENT COMPANY, LLCDiana Chang — KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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