Jonathan Lubell

Adviser/team AUM $120,000,000
Firm joining Kingsview Asset Management
Firm leaving Wells Fargo Advisors
Adviser(s) location Soquel, CA
Date February 21, 2019

Latest Moves to Kingsview Asset Management

Adviser(s) Date
Joe Faulk February 21, 2019
Robert Porter, James KellettFebruary 21, 2019
Jonathan Lubell February 21, 2019

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