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Jonathan Andrew Self

UPSIDE FINANCIAL, LLC·SAN FRANCISCO, California
SIE, Series 7, Series 14, Series 24, Series 27, Series 62, Series 63, Series 79TO, Series 99TOClean recordUPSIDE FINANCIAL, LLC
340 RITCH STREET, SAN FRANCISCO, CA 94107CRD# 4497531Firm CRD# 164816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Andrew Self · SAN FRANCISCO, CA
Registration
CRD #4497531 · UPSIDE FINANCIAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 62
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UPSIDE FINANCIAL, LLC
CRD 164816 · SEC 801-78119
AUM
$663K
Regulatory assets under management
Employees
2
20 client accounts
Services offered by UPSIDE FINANCIAL, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at UPSIDE FINANCIAL, LLC →
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Frequently Asked Questions

What services does Jonathan Andrew Self offer?
Jonathan Andrew Self specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jonathan Andrew Self's credentials?
Jonathan Andrew Self is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Andrew Self located?
Jonathan Andrew Self is based in SAN FRANCISCO, California, working with UPSIDE FINANCIAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jonathan Andrew Self charge for services?
Jonathan Andrew Self'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 UPSIDE FINANCIAL, LLC?
UPSIDE FINANCIAL, LLC has approximately 2 employees and manages $663K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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