Jonathan William Laturner

Employer firm

Towerpoint Wealth, LLC CRD 288593

$561M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Sacramento, CA
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
• 08/2018 → Present
  Towerpoint Wealth, Llc
  Sacramento, CA
• 08/2018 → 11/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-02-04 → 2018-09-06
  Wells Fargo Clearing Services, Llc
  Sacramento, CA

Other Businesses

1) Towerpoint Wealth LLC. Investment Related. Located at 500 Capital Mall, Suite 1060, Sacramento, CA 95814. Wealth management, advisor. Start date 8/2018. 160 hrs/mo, all during trading hours. Duties - Financial planning and advisor to indivuals and families. 2) Fixed Insurance. Investment Related. Located at 500 Capital Mall, Suite 1060, Sacramento, CA 95814. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 05/2022. 10 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional Insurance products. 3) PKS Financial. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 05/2022. 2 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional Insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-01