TrueAdvisor
TrueAdvisor
JR
CFP
JR
CFP

Jon Andrew Rehurek

Alliance Advisory & Securities, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningEducation PlanningInsurance Planning
Alliance Advisory & Securities, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
667 clients
Average Client Portfolio
$959K average
Assets Under Management
$639.4M

Fee Structure

Minimum Investment:$100K

Location

31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alliance Advisory & Securities, LLC
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Alliance Advisory & Securities, INC.Broker
March 2015 - June 2021 · 6 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2014 - March 2015 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
November 2013 - March 2015 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
August 1997 - March 1999 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
August 1997 - March 1999 · 1 yr 7 mos
Locust Street Securities, INC.Broker
September 1996 - December 1996 · 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.