Jonathan M. Luskin

LUSKIN FINANCIAL PLANNING

San Diego, CA

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CRD#: 6348626

Professional summary

Jonathan Michael Luskin, CFP®, who also goes by Jon M Luskin, Jon Michael Luskin, Jon Luskin, is a registered financial advisor currently at LUSKIN FINANCIAL PLANNING located in San Diego, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon M Luskin | Jon Michael Luskin | Jon Luskin

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.

https://jonluskin.com (investment-related online blog) Title: Owner Start date: March 2017 Address: Personal residence Time dedication: 10 hours per month; 0 hours per month during securities trading hours Consulting Investment-related financial planning consulting Title: Consultant Start date: March 2021 Address: Personal residence Time dedication: 20 hours per month; 0 hours per month during securities trading hours Writing Investment-related writing Title: Author Start date: October 2013 Address: Personal residence Time dedication: 1 hours per month; 0 hours per month during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Luskin'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^®

RIA

CRD#: 140115

SAN DIEGO, 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
(7/12/2021)

IAR

Florida
(5/2/2022)

IAR

Massachusetts
(2/1/2022)

IAR

New York
(2/24/2022)

IAR

Texas
(1/3/2022)

IAR

Washington
(5/6/2022)

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: 8/11/2014

Uniform Investment Adviser Law Examination

Current Firm

LUSKIN FINANCIAL PLANNING

JON LUSKIN, LLC | LUSKIN FINANCIAL PLANNING

CRD#: 314744 / SEC#:

Arizona

Registered Investment Advisory firm - (12/2/2023 Terminated)

California

Registered Investment Advisory firm - (7/12/2021 Approved)

Florida

Registered Investment Advisory firm - (5/2/2022 Approved)

Louisiana

Registered Investment Advisory firm - (12/6/2023 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/12/2025 Termination Requested)

New York

Registered Investment Advisory firm - (2/24/2022 Approved)

North Carolina

Registered Investment Advisory firm - (12/4/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/3/2022 Approved)

Virginia

Registered Investment Advisory firm - (12/5/2023 Terminated)

Washington

Registered Investment Advisory firm - (5/6/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(619) 394-4644

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jonathan M. Luskin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Luskin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUSKIN FINANCIAL PLANNING

FERRI INVESTMENT SOLUTIONS

DEFINE FINANCIAL, LLC

ADVANCED PRACTICE ADVISORS, LLC

SOURCE FINANCIAL ADVISORS, LLC

WEALTH ANALYTICS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2014

Current Firm

LUSKIN FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

LUSKIN FINANCIAL PLANNING

TRUST BUT VERIFY

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