JM
Jonathan Manzo-cardenas
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA 94710
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CRD#: 5742461
JM
Professional summary
Jonathan Manzo-cardenas, who also goes by Jonathan Cardenas, Jonathan Manzo, is a registered financial advisor currently at AFFINITY CAPITAL ADVISORS LLC located in Berkeley, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Cardenas | Jonathan Manzo
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) INSURANCE BROKERAGE - 10 hours per month - Start date 8/11/10 - 825 Page Street, Berkeley, CA 94710. 2) Orange Blossom Capital Investments II, LLC - Investment Related - Managing Member - Start date 9/15/17 - Residential rental and renovation - 5 hours per month - 825 Page Street, Berkeley, CA 94710. 3) 825 Page Street, LLC - Partner - Commercial Building - Start date 7/1/18. 4) 706 California Street, LLC - Investment Related - Real Estate Holding Company - 825 Page Street, Berkeley, CA 94710 - Managing Member - Started: 4/17/2023 - 4 hours a month with 4 hours a month during trading hours - Management of holding company with minimal bookkeeping. 5) 1310 Irwin Avenue, LLC - Investment Related - Real Estate Holding Company - 825 Page Street, Berkeley, CA 94710 - Managing Member - Started: 4/17/2023 - 4 hours a month with 4 hours a month during trading hours - Management of holding company with minimal bookkeeping.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Manzo-cardenas'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
February 26, 2018 - Present
AFFINITY CAPITAL ADVISORS LLC
Office #1: 825 Page Street, Berkeley, CA 94710RIA
CRD#: 166226
Berkeley, CA
Past
November 30, 2012 - July 2, 2018
PACIFIC PRIVATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 165746
STOCKTON, CA
Past
April 28, 2011 - December 6, 2012
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
STOCKTON, CA
Past
February 23, 2010 - December 6, 2012
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
STOCKTON, 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
AFFINITY CAPITAL ADVISORS LLC
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
CRD#: 166226 / SEC#: 801-81133
RIA
Registered Investment Advisory firm - (3/11/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 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(2/26/2018)
IAR
Texas(11/20/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AC
AFFINITY CAPITAL ADVISORS LLC
AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC
CRD#: 166226 / SEC#: 801-81133
RIA
Registered Investment Advisory firm - (3/11/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
825 Page Street, Berkeley, CA 94710
Mailing Address
Phone number
(510) 984-0261
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,338 |
| AUM (Assets Under Management) | $ 636,081,479 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/11/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AFFINITY CAPITAL ADVISORS LLC
CRD#: 166226Berkeley, CA 94710TRUST BUT VERIFY
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