AdFi
JR

Jonathan Rice Foster

Investment Adviser Representative at ANGELES WEALTH MANAGEMENT, LLC

SANTA MONICA, CACRD #1037245Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaFlorida
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/22/2010
Series 65
Uniform Investment Adviser Law Examination
Passed 11/7/1994
Series 27
Financial and Operations Principal Examination
Passed 10/12/1987
Series 4
Registered Options Principal Examination
Passed 9/3/1987
Series 24
General Securities Principal Examination
Passed 9/2/1987
Series 7
General Securities Representative Examination
Passed 5/15/1982

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
General range0.50%
General range upper1.00%
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ANGELES WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLC
8/26/2010 – 2/4/2011OMAHA, NE
PLAZA SECURITIES COMPANY
8/2/1983 – 3/13/1984
W.J. NOLAN & COMPANY, INC.
6/23/1997 – 8/21/2000NEW YORK, NY
BEAR, STEARNS & CO. INC.
6/21/1985 – 12/2/1987
OPPENHEIMER & CO., INC.
5/20/1982 – 6/30/1983
ARBRITRAGE SECURITIES COMPANY
3/14/1984 – 10/16/1984
JONATHAN FOSTER & CO., L.P.
11/17/1987 – 7/8/1995NEW YORK, NY
QUASAR DISTRIBUTORS, LLC
10/4/2001 – 12/31/2003PORTLAND, ME
FIRST FUND DISTRIBUTORS, INC.
10/20/2000 – 10/4/2001PHOENIX, AZ
E*TRADE SECURITIES LLC
1/3/2005 – 10/26/2007LOS ANGELES, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Rice Foster has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.