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JL
JL

Jonathan Miller Larsen

Golden State Equity Partners, LLC
17 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Golden State Equity Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

Location

201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707

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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
Golden State Equity Partners, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Golden State Equity Advisors, LLC
January 2022 - September 2022 · 8 mos
Golden State Equity Partners, LLC
August 2021 - November 2021 · 3 mos
Albion Financial Group
June 2008 - January 2024 · 15 yrs 7 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.