Unclaimed Profile

Jonathan Brian Jillson

SCION ASSET MANAGEMENT, LLC·SARATOGA, California

Clean recordSCION ASSET MANAGEMENT, LLC

20665 4TH STREET, SARATOGA, CA 95070CRD# 4848026Firm CRD# 167772

Profile Verification

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

Identity

Jonathan Brian Jillson · SARATOGA, CA

Registration

CRD #4848026 · SCION ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Brian Jillson is a registered financial advisor based in SARATOGA, California, affiliated with SCION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SCION ASSET MANAGEMENT, LLC

AUM

$196M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCION ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4848026

Firm CRD# 167772

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Brian Jillson offer?

Jonathan Brian Jillson specializes in Retirement Planning. Contact their office in SARATOGA, California for a consultation.

What are Jonathan Brian Jillson's credentials?

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

Where is Jonathan Brian Jillson located?

Jonathan Brian Jillson is based in SARATOGA, California, working with SCION ASSET MANAGEMENT, LLC. Their office serves clients in the SARATOGA metropolitan area and surrounding communities.

How does Jonathan Brian Jillson charge for services?

Jonathan Brian Jillson'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 SCION ASSET MANAGEMENT, LLC?

SCION ASSET MANAGEMENT, LLC has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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