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Jonathon Michael Detter

Wcm Investment Management

Laguna Beach, CA

Cincinnati, OH

CRD 5307765

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Employer firm

Wcm Investment Management CRD 104702

$96.8B regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS

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

Current Employers
Wcm Investment Management

281 Brooks Street, Laguna Beach, CA 92651-2974 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-03-24
  • OH RA
    APPROVED
    Since 2017-03-24

Branch Locations

281 Brooks Street, Laguna Beach, CA 92651-2974 • United States

9366 Montgomery Rd., Cincinnati, OH 45242 • 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
Wcm Investment Management Cincinatti OH 04/2016 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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