Jonathan William Laturner
Investment adviser representative at Towerpoint Wealth, LLC
14 yearsExperience
2 statesRegistered in
$561.3MFirm assets
9 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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2022 to now
- Towerpoint Wealth, LLCAug 2018 to now
- Purshe Kaplan Sterling InvestmentsAug 2018 to Nov 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2018
- Wells Fargo Advisors, LLCNov 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Towerpoint Wealth, LLC
$561.3MAssets managed
570Clients
5Advisers
9 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
- 5103684
- Firm CRD
- 288593