Best Investors
Account
Sign in
Best Investors
Account
Sign in
San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-06 |
| FL | RA | APPROVED | 2022-05-02 |
| NY | RA | APPROVED | 2022-02-24 |
| TX | RA | APPROVED | 2022-01-03 |
| CA | RA | APPROVED | 2021-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | San Diego | CA | 04/2013 | Present |
| Advanced Practice Advisors, Llc | San Diego | CA | 07/2016 | 08/2017 |
| Define Financial, Llc | San Diego | CA | 07/2017 | 12/2020 |
| Ferri Investment Solutions | Georegetown | TX | 06/2021 | 08/2021 |
| Luskin Financial Planning | San Diego | CA | 08/2021 | Present |
https://jonluskin.com (investment-related online blog) Title: Owner Start date: March 2017 Address: Personal residence Time dedication: 10 hours per month; 0 hours per month during securities trading hours Consulting Investment-related financial planning consulting Title: Consultant Start date: March 2021 Address: Personal residence Time dedication: 20 hours per month; 0 hours per month during securities trading hours Writing Investment-related writing Title: Author Start date: October 2013 Address: Personal residence Time dedication: 1 hours per month; 0 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-11 |
Reach out to this advisor