Unclaimed Profile

Jonathan Joseph Masse

BAOCHUAN CAPITAL MANAGEMENT, LLC·WALNUT CREEK, California

SIE, Series 3, Series 4, Series 7, Series 63, Series 66CFAClean record13 years registeredBAOCHUAN CAPITAL MANAGEMENT, LLC

1515 OAKLAND BOULEVARD, WALNUT CREEK, CA 94596CRD# 4480430Firm CRD# 156094

Profile Verification

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

Identity

Jonathan Joseph Masse · WALNUT CREEK, CA

Registration

CRD #4480430 · BAOCHUAN CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Jun 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2017 – Jun 2018

SAN FRANCISCO, CA

WAVEFRONT CAPITAL

Apr 2014 – Aug 2015

SAN FRANCISCO, CA

HEDGEPORT ASSOCIATES LLC

Jun 2013 – Aug 2013

LOS ANGELES, CA

BAOCHUAN CAPITAL MANAGEMENT, LLC

Sep 2012 – Dec 2013

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 63

Series 66

Registration record

First registered · September 24, 2012

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAOCHUAN CAPITAL MANAGEMENT, LLC

CRD 156094 · SEC 801-72112

AUM

$11M

Regulatory assets under management

Employees

6 client accounts

Services offered by BAOCHUAN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BAOCHUAN CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathan Joseph Masse offer?

Jonathan Joseph Masse specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Jonathan Joseph Masse's credentials?

Jonathan Joseph Masse holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Joseph Masse located?

Jonathan Joseph Masse is based in WALNUT CREEK, California, working with BAOCHUAN CAPITAL MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Jonathan Joseph Masse charge for services?

Jonathan Joseph Masse'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 BAOCHUAN CAPITAL MANAGEMENT, LLC?

BAOCHUAN CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →