Jonathan Evan Tunney

Employer firm

Atlas Capital Advisors Inc. CRD 127036

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2003 → Present
  Atlas Capital Advisors Llc
  San Francisco, CA

Previous Registrations

• 2017-12-06 → 2018-12-31
  Atlas Capital Advisors Inc.
  San Francisco, CA
• 2003-09-29 → 2015-12-31
  Atlas Capital Advisors Inc.
  San Francisco, CA

Other Businesses

Atlas Risk Advisory LLC. Foreign Exchange risk advisory business. Not investment related. 38 Keyes Ave., Suite 200 San Francisco, CA 94129. Started in 2010. Approximately 15 per week devoted to Atlas Risk Advisory LLC. No hours are spent during securities trading hours. Involved in HELPING TREASURY AND FINANCIAL TEAMS INTELLIGENTLY SCALE AND OPTIMIZE THEIR FX AND COMMODITIES HEDGING STRATEGIES.

Designations

• Chartered Financial Analyst