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Jonathon Van Nguyen

Advanced Financial Strategies Inc

Irvine, CA

CRD 4775034

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Employer firm

Advanced Financial Strategies Inc CRD 108296

$252M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • BUSINESS PLANNING SERVICES, ESTATE PLANNING SERVICES

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

Current Employers
Advanced Financial Strategies Inc

5 Hubble, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

5 Hubble, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Financial Strategies Inc. Irvine CA 03/2004 Present
Designations
  • Certified Financial Planner
Other Names
  • Jonathon Nguyen
  • Jonathon V Nguyen

View on SEC IAPD

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Nearby Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones

Nearby Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA

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