Jon V, Inc. (Los Angeles)

Name: Jon V, Inc.
Address: 3965 Beethoven St, Los Angeles, CA, 90066
Telephone: 315-925-7475

Jon V, Inc. is an internet adviser based in Los Angeles. It manages $2.21 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California and Texas.

Jon V provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jon V: assets under management

The assets under management (AUM) of Jon V, Inc. is $2.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 240% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.86 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jon V, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ioannis Vlachogiannis serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Ioannis Vlachogiannis is high net worth individuals with 11 clients and $2.05 million of assets under management. Among the 6 most similar advisory firms, Jon V has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $2.21 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jon V doesn't advise any private funds.

Careers at Jon V, Inc.

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ioannis Vlachogiannis has been acting as President since 1 Jun 2015. Ourania Langouretou joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ioannis Vlachogiannis	President	1 Jun 2015	75% - 100%	6540837
David Cheng Wei Hsu	Chief compliance officer	1 Jun 2016	Other	4140214
Nikolaos Maroulis	Chief technology officer	1 Nov 2016	Other	6758883
Alexis Photiades	Shareholder	1 Nov 2016	Other	6929697
Ourania Langouretou	Chief compliance officer	1 Jan 2017	Other	6748845

Based in Los Angeles

The principal office where Jon V, Inc. performs its advisory services is located at 3965 Beethoven St, Los Angeles, CA 90066, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-925-7475. The normal business hours are 9:00 am - 5:00 am on Monday - Friday. You can find more information about the New York firm at agentrisk.com.