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Jonathan E Curley

PENSIONMARK FINANCIAL GROUP, LLC·SANTA BARBARA, California
Unclaimed Profile
24 E. COTA STREET, SANTA BARBARA, CA 93101CRD# 827148Firm CRD# 208512
01

About

Jonathan E Curley is a registered financial advisor based in SANTA BARBARA, California, affiliated with PENSIONMARK FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WORLD INVESTMENT ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
AUM
$37.8B
Regulatory assets under management
Employees
324
Total firm employees
View all advisors at WORLD INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 827148
Firm CRD# 208512
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan E Curley offer?
Jonathan E Curley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Jonathan E Curley's credentials?
Jonathan E Curley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan E Curley located?
Jonathan E Curley is based in SANTA BARBARA, California, working with PENSIONMARK FINANCIAL GROUP, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Jonathan E Curley charge for services?
Jonathan E Curley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSIONMARK FINANCIAL GROUP, LLC?
PENSIONMARK FINANCIAL GROUP, LLC has approximately 324 employees and manages $37.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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