Unclaimed Profile

Jonathan Mckee Hansen

BELVEDERE ASSET MANAGEMENT, LLC·SAN RAFAEL, California

Series 3, Series 6, Series 7, Series 24, Series 26, Series 63, Series 6622 years registeredBELVEDERE ASSET MANAGEMENT, LLC

1299 FOURTH STREET, SAN RAFAEL, CA 94901CRD# 2277769Firm CRD# 147887

Profile Verification

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

Identity

Jonathan Mckee Hansen · SAN RAFAEL, CA

Registration

CRD #2277769 · BELVEDERE ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BELVEDERE ASSET MANAGEMENT, LLC

SPRINGBOARD CAPITAL MANAGEMENT, INC.

Jul 2004 – Sep 2009

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · July 7, 2004

Years registered · 22

Disclosure History

2018Regulatory·Final

2014Regulatory·Final

2013Regulatory·Final

2006Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

BELVEDERE ASSET MANAGEMENT, LLC

CRD 147887 · SEC 801-76961

AUM

$53M

Regulatory assets under management

Employees

101 client accounts

Services offered by BELVEDERE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BELVEDERE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Mckee Hansen offer?

Jonathan Mckee Hansen specializes in Investment Management, Retirement Planning.

What are Jonathan Mckee Hansen's credentials?

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

Where is Jonathan Mckee Hansen located?

Jonathan Mckee Hansen is based in SAN RAFAEL, California, last registered with BELVEDERE ASSET MANAGEMENT, LLC.

How does Jonathan Mckee Hansen charge for services?

Jonathan Mckee Hansen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELVEDERE ASSET MANAGEMENT, LLC?

BELVEDERE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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