Jonathan Peter Sabat

Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2018 → Present
  Trilogy Capital Inc
  Huntington Beach, CA
• 10/2017 → 06/2026
  Trilogy Financial Services
  Corona, CA
• 07/2013 → 06/2017
  Uc Riverside
  Riverside, CA
• 06/2017 → 09/2017
  Unemployed
  Riverside, CA
• 07/2026 → Present
  Trilogy Financial Services
  Corona, CA

Other Businesses

Insurance Agent 2018- Present. Licensed insurance salesman for life, health and fixed annuity. Spends less than 10% of his time on this activity each month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-05