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Jon Paul Beyrer Review

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Jon Paul Beyrer, based in Solana Beach, CA, is an Investment Advisor with 16 years of experience. Jon is registered with Blankinship & Foster, which provides investment advisory services for 260 clients.



Registration Questions


After checking the registration records of Jon Paul Beyrer, our system has identified the following question(s) to ask. Learn more.

announcement Why did you choose to practice as an Investment Advisor?

Why ask? There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Financial professionals who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Our system found no other registration questions to ask. Checks take place monthly.


Regulatory Questions


After checking the regulatory records of Jon Paul Beyrer, our system found no regulatory questions to ask. Checks take place monthly.

Next Step: Don’t forget! View the Blankinship & Foster profile(s) for more questions to ask.



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Professional Summary


Jon Paul Beyrer is a Investment Advisor registered with Blankinship & Foster. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Financial Advisor Value
First Name Jon
Last Name Beyrer
Type Investment Advisor
Education Masters, San Diego State University
FINRA Active No
SEC Active Yes (View SEC IAPD CRD#4774761)
Office Address 420 Stevens Ave #250, Solana Beach, CA 92075

Personal Bio


Jon P. Beyrer, CFP®, EA® is a certified financial planner practitioner and is a principal of Blankinship & Foster LLC. Jon has been providing personal financial advice and guidance to families and individuals since 2001. As a lead advisor for a number of families, he focuses on helping families achieve their goals by integrating sound wealth planning with investment and tax planning.



Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No

Certifications


Financial professional has not provided their certifications (e.g., CFP, CFA).




Regulatory History


Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Jon Paul Beyrer, investor.com identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgment/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 16 years
Total Registered Employers 1


Blankinship & Foster



Trusted Blankinship & Foster, registered in 1989, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 7 advisors. Blankinship & Foster manages $602.5 million and provides investment advisory services for 260 clients (1:38 advisor/client ratio).

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