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Jonathon Paul Soucier

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
780 clients
Average Client Portfolio
$264K average
Assets Under Management
$205.6M

Fee Structure

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Location

15520 Rockfield Blvd. Suite G, Irvine, CA, 93618

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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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Other Business ActivitiesSells Insurance

Jonathon is involved with United AMG Group Health and outside fixed insurance sales, dedicating a few hours per week to each. He also serves as a co-trustee for his parent's irrevocable trust, which holds life insurance and cash, but this requires minimal time.

Employment History
Current Registrations
Wealth Teams Alliance
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
November 2015 - June 2020 · 4 yrs 7 mos
Park Avenue Securities LLCBroker
November 2015 - June 2020 · 4 yrs 7 mos
Capital Synergy Partners
October 2012 - October 2015 · 3 yrs
Capital Synergy PartnersBroker
October 2012 - October 2015 · 3 yrs
Innovatum Capital Partners, LLC
July 2012 - February 2014 · 1 yr 7 mos
MML Investors Services, LLC
January 2010 - May 2012 · 2 yrs 4 mos
MML Investors Services, LLCBroker
July 2009 - May 2012 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jonathon Paul Soucier - Financial Advisor | TrueAdvisor