Jonathan W. Laturner

TOWERPOINT WEALTH

Sacramento, CA 95814

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CRD#: 5103684

Professional summary

Jonathan William Laturner is a registered financial advisor currently at TOWERPOINT WEALTH, LLC located in Sacramento, California and PURSHE KAPLAN STERLING INVESTMENTS located in Sacramento, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

1) Towerpoint Wealth LLC. Investment Related. Located at 500 Capital Mall, Suite 1060, Sacramento, CA 95814. Wealth management, advisor. Start date 8/2018. 160 hrs/mo, all during trading hours. Duties - Financial planning and advisor to indivuals and families. 2) Fixed Insurance. Investment Related. Located at 500 Capital Mall, Suite 1060, Sacramento, CA 95814. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 05/2022. 10 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional Insurance products. 3) PKS Financial. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 05/2022. 2 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional Insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan William Laturner'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

August 31, 2018 - Present

TOWERPOINT WEALTH, LLC

Office #1: 500 Capitol Mall Suite 2350, Sacramento, CA 95814

RIA

CRD#: 288593

Sacramento, CA

Current

May 31, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 500 Capitol Mall Suite 1060, Sacramento, CA 95814

CRD#: 35747

Sacramento, CA

Past

September 20, 2018 - November 2, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sacramento, CA

Past

February 4, 2013 - September 6, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SACRAMENTO, CA

Past

January 11, 2013 - September 6, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SACRAMENTO, 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".

TOWERPOINT WEALTH, LLC

CASPIAN ADVISORS, LLC | TOWERPOINT WEALTH, LLC

CRD#: 288593 / SEC#: 801-110596

RIA

Registered Investment Advisory firm - (5/26/2017 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/31/2018)

California
(5/31/2022)

Nevada
(9/28/2023)

IAR

Texas
(9/5/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/1/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TOWERPOINT WEALTH, LLC

CASPIAN ADVISORS, LLC | TOWERPOINT WEALTH, LLC

CRD#: 288593 / SEC#: 801-110596

RIA

Registered Investment Advisory firm - (5/26/2017 Approved)

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Contact information

Main Address

500 Capitol Mall Suite 2060, Sacramento, CA 95814

Mailing Address

Phone number

(916) 405-9140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TOWERPOINT WEALTH, LLC (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,390
AUM (Assets Under Management)	$ 470,002,773

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.

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Firm Stability Insights

Jonathan W. Laturner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TOWERPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2013

FINRA

Current Firm

TOWERPOINT WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWERPOINT WEALTH, LLC

TRUST BUT VERIFY

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