Jon Andrew Rehurek

Employer firm

Alliance Advisory & Securities, LLC CRD 18835

$687M regulatory AUM 675 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Alliance Advisory And Securities, Inc.
  Westlake Village, CA

Previous Registrations

• 2014-02-20 → 2015-03-11
  Raymond James Financial Services Advisors, Inc
  Northridge, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-12-19
• S63 Uniform Securities Agent State Law Examination
  1996-09-17

Designations

• Certified Financial Planner

Other Names

• Jon A Rehurek