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Jonathan Toyoaki Endo

Cerity Partners LLC

Irvine, CA

New York, NY

CRD 4893772

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-11
  • CA RA
    APPROVED
    Since 2024-09-11

Branch Locations

Airport Tower, 188881 Von Karman Avenue Suite 950, Irvine, CA 92612 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
First Foundation Advisors Irvine CA 02/2016 08/2024
Cerity Partners Llc New York NY 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-02
S63 Uniform Securities Agent State Law Examination 2005-03-24
  • S65 Uniform Investment Adviser Law Examination
    2016-05-02
  • S63 Uniform Securities Agent State Law Examination
    2005-03-24

View on SEC IAPD

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