Jonathan Tiemann

TIEMANN INVESTMENT ADVISORS

Menlo Park, CA 94025

Some features on this profile are disabled

CRD#: 2154218

Professional summary

Jonathan Tiemann is a registered financial advisor currently at TIEMANN INVESTMENT ADVISORS, LLC located in Menlo Park, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jonathan has worked at 4 firms and has passed the Series 63, Series 6, Series 3 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELF-EMPLOYED CONSULTANT TO GOVERNMENT, SRO, AND INVESTMENT-RELATED BUSINESSES. APPROXIMATELY ONE-QUARTER TIME. INCLUDES DESIGN OF ALGORITHMS, VALUATION SERVICES, AND ECONOMIC ANALYSIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Tiemann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 28, 2003 - Present

TIEMANN INVESTMENT ADVISORS, LLC

Office #1: 750 Menlo Avenue Suite 300, Menlo Park, CA 94025

RIA

CRD#: 125360

Menlo Park, CA

Past

October 10, 2001 - April 12, 2004

ONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 114861

IRVINE, CA

Past

January 2, 1996 - April 18, 1996

BLACKROCK EXECUTION SERVICES

CRD#: 39438

NEW YORK, NY

Past

April 5, 1994 - January 2, 1996

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TIEMANN INVESTMENT ADVISORS, LLC

TIEMANN INVESTMENT ADVISORS | TIEMANN INVESTMENT ADVISORS, LLC

CRD#: 125360 / SEC#: 801-64295

RIA

Registered Investment Advisory firm - (5/6/2005 Approved)

California

Registered Investment Advisory firm - (5/13/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/28/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/4/1994

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 1/7/1992

National Commodity Futures Examination

General Industry/Product Exam

Series 2

Date: 6/6/1991

Non-Member General Securities Examination

Current Firm

TIEMANN INVESTMENT ADVISORS, LLC

TIEMANN INVESTMENT ADVISORS | TIEMANN INVESTMENT ADVISORS, LLC

CRD#: 125360 / SEC#: 801-64295

RIA

Registered Investment Advisory firm - (5/6/2005 Approved)

California

Registered Investment Advisory firm - (5/13/2005 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

750 Menlo Avenue Suite 300, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 566-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TIA LLC ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 312,171,100

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

IAR

DANVILLE, CA

Ronald Guay

FALCON WEALTH PLANNING, INC.

IAR

San Jose, CA

Adam Green

J.P. MORGAN SECURITIES LLC

IAR

SAN MATEO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan Tiemann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Tiemann's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE CAPITAL MANAGEMENT, LLC

BLACKROCK EXECUTION SERVICES

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

TIEMANN INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/30/1994

Series 6

Date: 4/4/1994

Series 3

Date: 1/7/1992

Series 2

Date: 6/6/1991

Current Firm

TIEMANN INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIEMANN INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors