Jon Art Sonnen

Employer firm

Lauterbach Financial Advisors, LLC CRD 114431

$700M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2012 → 04/2023
  Lauterbach, Borschow & Co., Inc. P.C. Cp
  El Paso, TX
• 04/2012 → 01/2020
  Lauterbach Financial Advisors, Llc
  El Paso, TX
• 01/2020 → 12/2021
  Lauterbach Financial Advisors, Llc
  El Paso, TX
• 01/2022 → Present
  Lauterbach Financial Advisors, Llc
  El Paso, TX

Other Businesses

LAUTERBACH BORSCHOW & CO,. PC AS A CONSULTANT AND FORMER PARTNER 4130 RIO BRAVO LIMITED, NON INVESTMENT RELATED, 4130 RIO BRAVO ST, EL PASO, TX 79902, LIMITED PARTNER SINCE 10/1/1999, ZERO HOURS PER MONTH

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-12

Designations

• Personal Financial Specialist