Jonel J. Tomines

CMG FINANCIAL CONSULTING

Chino Hills, CA

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CRD#: 6746131

Professional summary

Jonel Joseph Tomines, CFP® is a registered financial advisor currently at CMG FINANCIAL CONSULTING located in Chino Hills, California.

Jonel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonel has worked at 4 firms 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.

Mr. Tomines works as an Financial Planner for Origin Financial, this activity amounts to 5% of his time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonel Joseph Tomines'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 16, 2022 - Present

CMG FINANCIAL CONSULTING

RIA

CRD#: 288359

Chino Hills, CA

Past

June 14, 2022 - February 17, 2025

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

CHINO HILLS, CA

Past

February 25, 2021 - February 16, 2022

MARINER WEALTH

RIA

CRD#: 140195

El Segundo, CA

Past

December 20, 2019 - February 3, 2021

EP WEALTH ADVISORS

RIA

CRD#: 111147

TORRANCE, 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".

CMG FINANCIAL CONSULTING

CMG FINANCIAL CONSULTING | CMG FINANCIAL CONSULTING, LLC

CRD#: 288359 / SEC#: 801-131413

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Arizona

Registered Investment Advisory firm - (11/19/2024 Terminated)

California

Registered Investment Advisory firm - (12/19/2024 Terminated)

Illinois

Registered Investment Advisory firm - (11/19/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (12/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/19/2024 Terminated)

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).

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

Arizona
(11/17/2022)

IAR

California
(9/16/2022)

IAR

Illinois
(9/16/2022)

IAR

Louisiana
(9/16/2022)

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: 12/19/2019

Uniform Investment Adviser Law Examination

Current Firm

CMG FINANCIAL CONSULTING

CMG FINANCIAL CONSULTING | CMG FINANCIAL CONSULTING, LLC

CRD#: 288359 / SEC#: 801-131413

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Arizona

Registered Investment Advisory firm - (11/19/2024 Terminated)

California

Registered Investment Advisory firm - (12/19/2024 Terminated)

Illinois

Registered Investment Advisory firm - (11/19/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (12/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/19/2024 Terminated)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

8924 E Pinnacle Peak Rd Ste G5 # 445, Scottsdale, AZ 85255

Phone number

(877) 695-8004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 109,815,314

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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Jonel J. Tomines

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonel Joseph Tomines's CRS (Customer Relationship Summary).

Certified licenses

Experience

CMG FINANCIAL CONSULTING

ORIGIN INVESTMENT ADVISORY LLC

MARINER WEALTH

EP WEALTH ADVISORS

Primary Firm SEC Registration

CMG FINANCIAL CONSULTING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2019

Current Firm

CMG FINANCIAL CONSULTING

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CMG FINANCIAL CONSULTING

TRUST BUT VERIFY

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