Jonas T. Champion

NETOME LLC

San Rafael, CA 94903

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CRD#: 5502964

Professional summary

Jonas Turand Champion is a registered financial advisor currently at NET INCOME LLC located in San Rafael, California.

Jonas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonas 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.

100% Owner of Sprout Sprawl LLC 100% Owner of JTC International

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Turand Champion'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®

None

Experience

Current

January 6, 2016 - Present

NET INCOME LLC

Office #1: 4040 Civic Center Dr Suite 200, San Rafael, CA 94903

RIA

CRD#: 282066

San Rafael, CA

Past

December 6, 2011 - September 30, 2015

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

SANTA ROSA, CA

Past

December 6, 2011 - September 30, 2015

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SANTA ROSA, CA

Past

August 8, 2008 - November 21, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CORTE MADERA, CA

Past

July 7, 2008 - November 21, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

CORTE MADERA, CA

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
(1/6/2016)

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

IAR

Series 66

Date: 7/30/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/2008

General Securities Representative Examination

Current Firm

NET INCOME LLC

NET INCOME LLC | NET INCOME PLANNING

CRD#: 282066 / SEC#:

California

Registered Investment Advisory firm - (1/1/2016 Approved)

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Contact information

Main Address

4040 Civic Center Dr Suite 200, San Rafael, CA 94903

Mailing Address

Po Box 687, Suite 1690, Pinedale, WY 82941

Phone number

(415) 410-5825

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,648,702

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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Jonas T. Champion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Turand Champion's CRS (Customer Relationship Summary).

Certified licenses

Experience

NET INCOME LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2008

SIE

Date: 9/30/2015

Series 7

Date: 7/3/2008

Current Firm

NET INCOME LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NET INCOME LLC

TRUST BUT VERIFY

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