Jon L. Jacobson, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

310-205-7711
Email |

Luis Luna

Investment Associate

310-205-7733

Rhonda Bramlett

Client Associate

310-205-7721

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jordan Perschel

Credit Consultant


Aaron Gallardo

Trust Consultant


Let's start the conversation

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