Unclaimed Profile

Jonathan Lesley Chatfield

LM ADVISORS LLC·SAN DIEGO, California

Series 2, Series 7, Series 24, Series 51, Series 63, Series 65Clean record20 years registeredLM ADVISORS LLC

750 B STREET, SAN DIEGO, CA 92101-8192CRD# 2583511Firm CRD# 153940

Profile Verification

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

Identity

Jonathan Lesley Chatfield · SAN DIEGO, CA

Registration

CRD #2583511 · LM ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

LM ADVISORS LLC

Mar 2023 – present

PROBABILITIES FUND MANAGEMENT, LLC

Mar 2022 – Jan 2023

Carlsbad, CA

ANCHOR BAY CAPITAL, INC.

Feb 2019 – Oct 2021

Carlsbad, CA

PROBABILITIES FUND MANAGEMENT, LLC

Dec 2013 – Feb 2019

SAN DIEGO, CA

ANCHOR BAY CAPITAL, INC.

Dec 2010 – Nov 2013

CARLSBAD, CA

CHATFIELD INVESTMENT SERVICES

Aug 2009 – Apr 2010

EVERGREEN, CO

AUSDAL FINANCIAL PARTNERS, INC.

Aug 2009 – Dec 2009

LA JOLLA, CA

FLC CAPITAL ADVISORS

Oct 2007 – Mar 2009

PALM DESERT, CA

ANCHOR BAY CAPITAL, INC.

Mar 2007 – Oct 2007

CARLSBAD, CA

CHATFIELD INVESTMENT SERVICES

Jun 2006 – Mar 2007

CARLSBAD, CA

FLC CAPITAL ADVISORS

Feb 2006 – Apr 2006

PALM DESERT, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LM ADVISORS LLC

CRD 153940 · SEC 801-72170

AUM

$2.1B

Regulatory assets under management

Employees

977 client accounts

Services offered by LM ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Lesley Chatfield offer?

Jonathan Lesley Chatfield specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Jonathan Lesley Chatfield's credentials?

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

Where is Jonathan Lesley Chatfield located?

Jonathan Lesley Chatfield is based in SAN DIEGO, California, working with LM ADVISORS LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Jonathan Lesley Chatfield charge for services?

Jonathan Lesley Chatfield's firm is compensated through percentage of aum, subscription fees, other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LM ADVISORS LLC?

LM ADVISORS LLC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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