Jonathan Lawrence Becker
Investment adviser representative at California Financial Advisors
10 yearsExperience
2 statesRegistered in
$2.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- California Financial AdvisorsDec 2024 to now
- Maloon, Powers, Pitre & Higgins dba CfaMar 2006 to now
- Foothill Securities, Inc.Aug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
California Financial Advisors
Legal name: Maloon, Powers, Pitre, Higgins & Dennehy, LLC
$2.3BAssets managed
1,525Clients
15Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4873089
- Firm CRD
- 110152