TheJobsMapAdvicePeriod jobs and careers
Los Angeles, CA, United States
About AdvicePeriod
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth.
Founded in 2014 by Jonathan Straub and Steve Lockshin.
- Founded
- 2014
- Employees
- 125
- Headquarters
- Los Angeles
Leadership
The top of AdvicePeriod's org chart, with how many people report into each leader.
SL
Steven Lockshin
Founder & Principal
20 reports
LI
Larry Isaacs
Partner
12 reports
JS
Jim Shagawat
Partner Advisor
DP
David Paley
Partner Advisor
LM
Laurel Mann
Partner Advisor
DC
Dominic Cozzetto
Partner Advisor
EG
Erik Gulsrud
Partner Advisor
AR
Alison Roth
Advisor
JS
Jonathan Straub
Founder & Principal
AG
Alan Gelb
Partner Advisor
MR
Marc L. Russell
Founder & Principal
Jobs at AdvicePeriod
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