JT
Jonathan E. Tunney
ATLAS CAPITAL ADVISORS
San Francisco, CA 94129
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CRD#: 4663464
JT
Professional summary
Jonathan Evan Tunney is a registered financial advisor currently at ATLAS CAPITAL ADVISORS INC. located in San Francisco, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 1 firm .
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.
Atlas Risk Advisory LLC. Foreign Exchange risk advisory business. Not investment related. 38 Keyes Ave., Suite 200 San Francisco, CA 94129. Started in 2010. Approximately 15 per week devoted to Atlas Risk Advisory LLC. No hours are spent during securities trading hours. Involved in HELPING TREASURY AND FINANCIAL TEAMS INTELLIGENTLY SCALE AND OPTIMIZE THEIR FX AND COMMODITIES HEDGING STRATEGIES.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Evan Tunney's 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®
NoneExperience
Current
September 3, 2020 - Present
ATLAS CAPITAL ADVISORS INC.
Office #1: 38 Keyes Ave Suite 200, San Francisco, CA 94129RIA
CRD#: 127036
San Francisco, CA
Past
December 6, 2017 - December 31, 2018
ATLAS CAPITAL ADVISORS INC.
RIA
CRD#: 127036
SAN FRANCISCO, CA
Past
September 29, 2003 - December 31, 2015
ATLAS CAPITAL ADVISORS INC.
RIA
CRD#: 127036
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".
AC
ATLAS CAPITAL ADVISORS INC.
ATLAS CAPITAL ADISORS | ATLAS CAPITAL ADVISORS LLC | ATLAS CAPITAL ADVISORS INC.
CRD#: 127036 / SEC#: 801-66544
RIA
Registered Investment Advisory firm - (5/3/2006 Approved)California
Registered Investment Advisory firm - (5/22/2006 Terminated)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(9/3/2020)
Exams
Current Firm
AC
ATLAS CAPITAL ADVISORS INC.
ATLAS CAPITAL ADISORS | ATLAS CAPITAL ADVISORS LLC | ATLAS CAPITAL ADVISORS INC.
CRD#: 127036 / SEC#: 801-66544
RIA
Registered Investment Advisory firm - (5/3/2006 Approved)California
Registered Investment Advisory firm - (5/22/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
38 Keyes Ave Suite 200, San Francisco, CA 94129
Mailing Address
Phone number
(415) 354-2400
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 481 |
| AUM (Assets Under Management) | $ 1,054,159,676 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 | ||
| 03/08/2024 | ||
| 02/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLAS CAPITAL ADVISORS INC.
CRD#: 127036San Francisco, CA 94129TRUST BUT VERIFY
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