Unclaimed Profile

Jonathan Rice Foster

ANGELES WEALTH MANAGEMENT, LLC·SANTA MONICA, California

Series 4, Series 7, Series 24, Series 27, Series 63, Series 65Clean record23 years registeredANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 1037245Firm CRD# 159952

Profile Verification

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

Identity

Jonathan Rice Foster · SANTA MONICA, CA

Registration

CRD #1037245 · ANGELES WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ANGELES WEALTH MANAGEMENT, LLC

Feb 2012 – present

LPL FINANCIAL LLC

Aug 2010 – Feb 2011

OMAHA, NE

HOWARD CAPITAL MANAGEMENT

Sep 2002 – Nov 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · September 17, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANGELES WEALTH MANAGEMENT, LLC

CRD 159952 · SEC 801-72992

AUM

$1.8B

Regulatory assets under management

Employees

152 client accounts

Services offered by ANGELES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANGELES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Rice Foster offer?

Jonathan Rice Foster specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.

What are Jonathan Rice Foster's credentials?

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

Where is Jonathan Rice Foster located?

Jonathan Rice Foster is based in SANTA MONICA, California, working with ANGELES WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Jonathan Rice Foster charge for services?

Jonathan Rice Foster'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 ANGELES WEALTH MANAGEMENT, LLC?

ANGELES WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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