JC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$237K average
Assets Under Management
$36.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Qualified Planning brochure for fee details.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josef works as an insurance agent for Dunhill Marketing and Insurance since 2017. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Qualified Planning
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Qualified Planning
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.