Todd M. Juvonen

FOLIOBEYOND

Ventura, CA 93003

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CRD#: 5637591

Professional summary

Todd Matthew Juvonen is a registered financial advisor currently at FOLIOBEYOND, LLC located in Ventura, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Todd has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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.

Insurance agency; transacting and servicing life, annuity and property and casualty lines with commission compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Matthew Juvonen'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 17, 2021 - Present

FOLIOBEYOND, LLC

Office #1: 1500 Palma Drive 2nd Floor, Ventura, CA 93003

RIA

CRD#: 298234

Ventura, CA

Past

February 22, 2013 - September 18, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

GLENDALE, CA

Past

January 6, 2012 - September 18, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

GLENDALE, CA

Past

November 24, 2009 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

OXNARD, CA

Past

June 15, 2009 - October 13, 2009

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

CAMARILLO, 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".

FOLIOBEYOND, LLC

FOLIOBEYOND LLC | FOLIOBEYOND, LLC

CRD#: 298234 / SEC#: 801-113952

RIA

Registered Investment Advisory firm - (9/10/2018 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
(8/17/2021)

IAR

Texas
(3/12/2025)

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 65

Date: 3/19/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/12/2009

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/23/2013

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FOLIOBEYOND, LLC

FOLIOBEYOND LLC | FOLIOBEYOND, LLC

CRD#: 298234 / SEC#: 801-113952

RIA

Registered Investment Advisory firm - (9/10/2018 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(212) 397-7539

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOLIOBEYOND ADV PART 2A & 2B (5/9/2025)

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 176,318,202

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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Advisor Monitoring

Firm Stability Insights

Todd M. Juvonen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Matthew Juvonen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WORLD GROUP SECURITIES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

FOLIOBEYOND, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2021

Series 63

Date: 6/12/2009

SIE

Date: 9/18/2017

Series 7

Date: 11/1/2016

Series 6

Date: 6/12/2009

Series 26

Date: 4/23/2013

Current Firm

FOLIOBEYOND, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOLIOBEYOND, LLC

TRUST BUT VERIFY

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