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Director, Trustee of the Fairchild Family Trust U/a/d 4/6/14 · Telos Capital Management, Inc.

Jonathan P. Fairchild

CRD 4297762 · Named on Form ADV at one SEC-registered adviser

At a glance

Telos Capital Management, Inc., an SEC-registered wealth manager based in SAN Diego, CA with $1.6 billion in regulatory assets, lists Jonathan P. Fairchild on its Form ADV as Director, Trustee of the Fairchild Family Trust U/a/d 4/6/14, a control person.

Firms and roles

  • Telos Capital Management, Inc.Director, Trustee of the Fairchild Family Trust U/a/d 4/6/14Wealth manager · SAN Diego, CA · $1.6B in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.