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JT

Jonathan Treussard

TREUSSARD CAPITAL MANAGEMENT
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 7722479
JT

Professional summary

Jonathan Treussard is a registered financial advisor currently at TREUSSARD CAPITAL MANAGEMENT located in Newport Beach, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
I provide consulting services to firms in a non-investment-related capacity based on my expertise as a Ph.D. Economist with specialized quantitative modeling as well as my business experience in the asset management industry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Treussard'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®
None

Experience

Current

May 5, 2023 - Present

TREUSSARD CAPITAL MANAGEMENT

Office #1: 895 Dove Street Suite 300, Newport Beach, CA 92660
RIA
CRD#: 326105
Newport Beach, 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
(5/5/2023)
IAR
New York
(4/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/2023
Uniform Investment Adviser Law Examination

Current Firm

TC
TREUSSARD CAPITAL MANAGEMENT
ODEON, LLC | TREUSSARD CAPITAL MANAGEMENT LLC | TREUSSARD CAPITAL MANAGEMENT

CRD#: 326105 / SEC#:

California
Registered Investment Advisory firm - (5/5/2023 Approved)
New York
Registered Investment Advisory firm - (4/9/2025 Approved)
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Contact information

Main Address
895 Dove Street Suite 300, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 776-9696
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts30
AUM (Assets Under Management)$ 49,767,728

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.

Company Information

TREUSSARD CAPITAL MANAGEMENT

CRD#: 326105Newport Beach, CA 92660

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