Jonathan Manzo-cardenas
Investment adviser representative at Affinity Capital Advisors LLC
14 yearsExperience
2 statesRegistered in
$851.3MFirm assets
11 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.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Affinity Capital Advisors LLCFeb 2018 to now
- Pacific Private Wealth Management, LLCNov 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Affinity Capital Advisors LLC
$851.3MAssets managed
547Clients
5Advisers
11 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
- 5742461
- Firm CRD
- 166226