Advisor at William Joseph Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William Joseph Capital Management, Inc.
Location
Highland, NY
Credentials
Series 63, Series 65
Industry experience
4 years
Jon Tanner is a financial advisor at William Joseph Capital Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. He has worked with Summit Advisory Solutions, Ltd., Summit Advisory Solutions, Summit Financial Group, and McDonald & McDonald, Inc., where he provides bookkeeping services outside of investment activities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, offering customized strategies that include third-party sub-advisors accessed through the AssetMark platform.
Based on William Joseph Capital Management, Inc.
Fixed fees for comprehensive financial plans or specific analyses, disclosed in Financial Planning Agreement
$0+: 0.60% N/A+: 1.35%
Negotiable hourly rates disclosed in Financial Planning Agreement
Highland, NY
New York
Summit Advisory Solutions, Ltd.
2004 - 2024 (20 years)
Summit Advisory Solutions
1998 - 2025 (27 years)
Summit Financial Group
1997 - 2021 (24 years)
McDonald & McDonald, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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Series 63, Series 65
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Bantam Inc.
Series 65
Millbrook, NY
Seahorse Financial Advisers Inc.
Series 66
Hopewell Junction, NY
Mountain Pass Planning
Series 65
New Paltz, NY
Beyond Wealth Management Group, LLC
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