JS
Jonathan W. Strauss
CHRISTOPHER WEIL & COMPANY
San Diego, CA 92130
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CRD#: 6734938
JS
Professional summary
Jonathan William Strauss, CFP® is a registered financial advisor currently at CHRISTOPHER WEIL & COMPANY, INC. located in San Diego, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan William Strauss'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®
Start date: 2020
Experience
Current
January 17, 2017 - Present
CHRISTOPHER WEIL & COMPANY, INC.
Office #1: 11236 El Camino Real Suite 200, San Diego, CA 92130RIA
CRD#: 22090
San Diego, 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".
CW
CHRISTOPHER WEIL & COMPANY, INC.
CHRISTOPHER WEIL & CO INC | THE WEIL COMPANY | ELL-CAP SECURITIES, INC | CHRISTOPHER WEIL & COMPANY, INC.
CRD#: 22090 / SEC#: 801-42757, 8-39523
RIA
Registered Investment Advisory firm - SEC (11/25/1992 Approved)BD
Terminated by SEC on 11/29/2015
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(1/17/2017)
IAR
Texas(9/21/2021)
Current Firm
CW
CHRISTOPHER WEIL & COMPANY, INC.
CHRISTOPHER WEIL & CO INC | THE WEIL COMPANY | ELL-CAP SECURITIES, INC | CHRISTOPHER WEIL & COMPANY, INC.
CRD#: 22090 / SEC#: 801-42757, 8-39523
RIA
Registered Investment Advisory firm - SEC (11/25/1992 Approved)BD
Terminated by SEC on 11/29/2015
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Contact information
Main Address
11236 El Camino Real Suite 200, San Diego, CA 92130
Mailing Address
Phone number
(858) 724-6040
Established
California since 03/04/1988
Firm type
Corporation
Fiscal year end
September
# of Employees
21
SEC notice filing (13 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CW-CW 2009 IRREVOCABLE TRUST | OWNER | |
| CW-KW 2009 IRREVOCABLE TRUST | OWNER | |
| CW-MW 2009 IRREVOCABLE TRUST | OWNER | |
| PW-CW 2009 IRREVOCABLE TRUST | OWNER | |
| PW-KW 2009 IRREVOCABLE TRUST | OWNER | |
| PW-MW 2009 IRREVOCABLE TRUST | OWNER | |
| GORDON, LAURA THERESA | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 1370406 |
| WEIL, CHRISTOPHER FRANCIS | CHAIRMAN, TREASURER | 461585 |
| WELLS, JOHN VIANNEY | PRESIDENT & CEO, COMPLIANCE OFFICER CORPORATE: SECRETARY | 2139802 |
Regulatory assets under management
| Total Number of Accounts | 1,515 |
| AUM (Assets Under Management) | $ 823,560,128 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/20/2025 | ||
| 02/26/2024 | ||
| 04/06/2023 |
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.
