Jonas Champion
Advisor at Net Income LLC
Updated today
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.
About
Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.
Client services
Based on Net Income LLC
Financial planning
Portfolio management
Selection of other advisers
Consulting services not resulting in a financial plan
Consulting services not resulting in a financial plan
Expertise
Based on Net Income LLC
Equity Recipients (RS/RSU, SOP, ESPP)
Private / alternative investments
Real estate investing
Annuities
Options & derivatives strategies
Fee options
$50,000 - $500,000: 0.700% $500,001 - $1,000,000: 0.600% $1,000,001 - $1,500,000: 0.500% $1,500,001 - $2,000,000: 0.400% $2,000,001+: 0.300%
$250 per hour for Consulting Services
Account minimum: $50,000 Minimum fee: Minimum hourly fee of $250 for Consulting Services Fee-only: Consulting Services at $250 per hour
Location
1621 Central Ave
Cheyenne, WY 82001
Most active in
Jonas C has reported serving >5 clients in these states in the last 12 months.
California
Work history
Sprout Sprawl LLC
2016 - Present (10 years)
Intensify LLC
2016 - 2021 (5 years)
JTC International
2015 - Present (11 years)
Net Income LLC
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cheyenne, WY
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