Jonathan Lawrence Becker

Employer firm

California Financial Advisors CRD 110152

$2.26B regulatory AUM 1,525 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING

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

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

Current Employers

Employment History

• 03/2006 → Present
  Maloon, Powers, Pitre & Higgins Dba Cfa
  San Ramon, CA
• 08/2014 → 11/2016
  Foothill Securities, Inc.
  San Ramon, CA

Previous Registrations

• 2005-01-28 → 2005-11-29
  Ameriprise Financial Services, Llc
  Walnut Creek, CA

Other Businesses

1) MALOON, POWERS, PITRE & HIGGINS DBA CFA; SAN RAMON, CA; INVESTMENT ADVISOR; START DATE 3/15/2006;INVESTMENT-RELATED; IAR; INVESTMENT ADVISORY SERVICES; 160 HOURS/MONTH; 80 HOURS/DAY DURING TRADING HOURS; DO FINANCIAL PLANS, CREATE & REVIEW INVESTMENT PORTFOLIOS, MEET WITH CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-27