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Jonathan Foster

Jonathan Foster

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Information

Other Names: Jonathan Rice Foster
Firm:
Type: RIA
Description

* Jonathan Foster is President & CEO of Angeles Wealth Management, based in Santa Monica, CA. Jonathan has been a wealth management professional for over 25 years.

* Angeles Wealth is the private client division of Angeles Investment Advisors, an institutional investment management & consulting firm. Since its founding ...(see more)

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Answers and Guides

Level 17 Level 17 Contributor 25 Answers and 0 Financial Guides

Top Answers

Answered Jan 16, 2013 near Santa Monica, CA
13 votes
Hi Kurt, Not necessarily. If the funds are all focused on similar markets / asset classes, you would be correct. In this situation, you could be doubling up on exposures, increasing tax-inefficiency, and even worse, owning funds where managers have ...(more)
Answered Dec 28, 2012 near Santa Monica, CA
13 votes
Hi Kevin, First and foremost, you need to consult your tax advisor before making any decisions here. Your frustration is totally understandable. 401k Plans are generally not as competitive from a cost or investment choice perspective as a self-directed ...(more)
Answered Dec 20, 2012 near Santa Monica, CA
5 votes
Hi Nolan, My best advice is to really develop your financial reporting and education for your boss. Producing solid, accurate accrual-based P&Ls and projections are important, but even more important in the start-up stage are accurate cashflow statements ...(more)
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Top Guides

Jonathan Foster has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

Angeles Wealth Management Quarterly Review; Q3,2013

Jonathan Foster, President & CEO of Angeles Wealth Management; quarterly letter to clients, Q3, 2013

Angeles Investment Advisors Quarterly Review; Q3, 2013

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q3, 2013

Angeles Investment Advisors Quarterly Review; Q2, 2013

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q2, 2013

Angeles Wealth Management Quarterly Review Q2,2013

Jonathan Foster, President & CEO of Angeles Wealth Management; quarterly letter to clients, Q2, 2013

Angeles Investment Advisors Quarterly Review; Q1, 2013

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q1, 2013

Angeles Wealth Management Quarterly Review; Q1, 2013

Jonathan Foster, President & CEO of Angeles Wealth Management; quarterly letter to clients, Q1, 2013

Angeles Investment Advisors Quarterly Review; Q4, 2012

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q4, 2012

Angeles Wealth Management Quarterly Review; Q4, 2012

Jonathan Foster, President & CEO of Angeles Wealth Management; quarterly letter to clients, Q4, 2012

Angeles Wealth Management Quarterly Review Q3,2012

Jonathan Foster, President & CEO of Angeles Wealth Management; quarterly letter to clients, Q3, 2012

Powerball Lottery as a Commentary on US Tax Policy Over the Fiscal Cliff

Evaluates the Cash Pay or Annuity Options of the record Powerball jackpot, and how they are affected by pending 2013 changes in US tax policy. A fun commentary on the importance of taxes in the building of wealth.

Angeles Investment Advisors Quarterly Review; Q3, 2012

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q3, 2012

Angeles Wealth Management Quarterly Review; Q2, 2012

Jonathan Foster, President & CEO of Angeles Wealth; quarterly letter to clients, Q2, 2012

Angeles Investment Advisors Quarterly Review; Q2, 2012

Michael Rosen, CIO of Angeles Investment Advisors (the parent company of Angeles Wealth Management); quarterly letter to clients, Q2, 2012

Best Investment Ideas for the Election Year

Financial Planning Magazine quotes the experts on what investments make sense depending on who wins the 2012 Presidential election.

Umbrella Insurance Policies Fill in Some Gaps

New York Times article on umbrella insurance policies: Jonathan Foster one of the quoted experts.

Advisor Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses
Charitable Organizations

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

Employer Years Dates
Angeles Wealth Management, LLC 2 years, 5 months Nov 2011 - Present
Self Employed 9 months Feb 2011 - Nov 2011
LPL Financial LLC 6 months Aug 2010 - Feb 2011
Carson Wealth Management Group 1 year, 10 months Apr 2009 - Feb 2011
Self Employed 1 year, 6 months Oct 2007 - Apr 2009
E*Trade Securities 2 years, 9 months Jan 2005 - Oct 2007
Howard Capital Management 12 years, 4 months Jun 1995 - Oct 2007
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 02/29/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
02/29/2012
09/10/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Securities Agent State Law Examination Series 63 09/22/2010
Uniform Investment Adviser Law Examination Series 65 11/07/1994
Financial and Operations Principal Examination Series 27 10/12/1987
Registered Options Principal Examination Series 4 09/03/1987
General Securities Principal Examination Series 24 09/02/1987
General Securities Representative Examination Series 7 05/15/1982

Advisor Compensation Arrangements

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Types of Compensation Arrangements