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Jonathan Steven Herson

CRUDEN BAY INVESTMENT MANAGEMENT, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
2945 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 5103079Firm CRD# 284787
01

About

Jonathan Steven Herson is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with CRUDEN BAY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
AUM
$461M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CRUDEN BAY INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5103079
Firm CRD# 284787
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Steven Herson offer?
Jonathan Steven Herson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Jonathan Steven Herson's credentials?
Jonathan Steven Herson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Steven Herson located?
Jonathan Steven Herson is based in WESTLAKE VILLAGE, California, working with CRUDEN BAY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Jonathan Steven Herson charge for services?
Jonathan Steven Herson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRUDEN BAY INVESTMENT MANAGEMENT, LLC?
CRUDEN BAY INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Derrick Zandpour — PNMAC CAPITAL MANAGEMENT, LLCScott Allen Ryles — WESTLAKE BIOPARTNERS, LLCCraig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCDerek William Stark — PNMAC CAPITAL MANAGEMENT, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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