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Jonathan Andrew Sebastiani

SONOMA BRANDS PARTNERS II, LLC·SONOMA, California
Clean recordSONOMA BRANDS PARTNERS II, LLC
117 W. NAPA ST., SONOMA, CA 95476CRD# 6932578Firm CRD# 296285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Andrew Sebastiani · SONOMA, CA
Registration
CRD #6932578 · SONOMA BRANDS PARTNERS II, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Andrew Sebastiani is a registered financial advisor based in SONOMA, California, affiliated with SONOMA BRANDS PARTNERS II, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SONOMA BRANDS PARTNERS II, LLC
SONOMA BRANDS CAPITAL
AUM
$340M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SONOMA BRANDS PARTNERS II, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6932578
Firm CRD# 296285
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Andrew Sebastiani offer?
Jonathan Andrew Sebastiani specializes in Retirement Planning. Contact their office in SONOMA, California for a consultation.
What are Jonathan Andrew Sebastiani's credentials?
Jonathan Andrew Sebastiani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Andrew Sebastiani located?
Jonathan Andrew Sebastiani is based in SONOMA, California, working with SONOMA BRANDS PARTNERS II, LLC. Their office serves clients in the SONOMA metropolitan area and surrounding communities.
How does Jonathan Andrew Sebastiani charge for services?
Jonathan Andrew Sebastiani'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 SONOMA BRANDS PARTNERS II, LLC?
SONOMA BRANDS PARTNERS II, LLC has approximately 7 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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