Jon P. Beyrer
BLANKINSHIP & FOSTER
Solana Beach, CA 92075
Some features on this profile are disabled
CRD#: 4774761
Professional summary
Jon Paul Beyrer, CFP® is a registered financial advisor currently at BLANKINSHIP & FOSTER, LLC located in Solana Beach, California.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jon has worked at 1 firm .
Biography
Blankinship & Foster, LLC is a Family Wealth Advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the financial planning process, the financial planning profession, and responsible investment management. We are dedicated to upholding the highest standards of objectivity and ethical behavior. Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates.
Our advisors have a team approach to bring the best ideas and solutions to your particular needs and objectives. Please visit our web site at www.bfadvisers.com for additional information and to learn more about us and our services.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Tax Planning
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
1M
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Paul Beyrer'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®
CFP®
Start date: 2003
Experience
Current
March 18, 2004 - Present
BLANKINSHIP & FOSTER, LLC
Office #1: 420 Stevens Avenue Suite 250, Solana Beach, CA 92075RIA
CRD#: 104795
Solana Beach, 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".
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC
CRD#: 104795 / SEC#: 801-35218
RIA
Registered Investment Advisory firm - (7/1/1989 Approved)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(3/18/2004)
IAR
Oregon(12/3/2018)
Exams
Current Firm
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC
CRD#: 104795 / SEC#: 801-35218
RIA
Registered Investment Advisory firm - (7/1/1989 Approved)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
420 Stevens Avenue Suite 250, Solana Beach, CA 92075
Mailing Address
Phone number
(858) 755-5166
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,013 |
| AUM (Assets Under Management) | $ 862,154,763 |
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.
