JT
Jonathan Tran
from Garrison Point Capital, LLC
Jonathan Tran is a financial advisor based in California, Walnut Creek,
with 17 years of experience. Jonathan currently works for
Garrison Point Capital, LLC.
Jonathan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Tran works at Garrison Point Capital, LLC
Garrison Point Capital, LLC is a financial advisory firm based in Walnut Creek, California. It currently has approximately $853,936,991 of assets under management and employs about 7 people. Garrison Point Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
2033 N Main Street, Suite 1050, Walnut Creek, California, 94596
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