Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Healdsburg, CA 95448
Choreo, LLC
Multi-team
David Jones is a financial advisor with Choreo, LLC, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He previously worked at Edward Jones for 19 years and Enso Wealth Management for 5 years. Outside of his advisory role, he manages a real estate business that involves property maintenance, rent collection, and transaction management. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Based on Choreo, LLC
Financial Planning fees typically fixed fee basis; OCIO services flat fees from $15,000 to $1,000,000 annually; one-time OCIO setup fees $5,000 to $100,000; 1031 Exchange planning and implementation fees charged per project basis
Insurance product commissions for certain advisors; trailing commissions from past variable annuity sales
Wealth Management Consulting services hourly fees range $100 to $600 per hour; Opportunity Zone consulting fees may be hourly
Account minimum: $1,000,000 Minimum fee: Annual minimum fee of $8,000, may be waived or reduced at discretion Fee-only: Financial Planning fees typically fixed fee basis; Wealth Management Consulting fees fixed or hourly ($100-$600/hr)
Healdsburg, CA
133 North Street
Healdsburg CA 95448
Advisors at this office
1
California · Texas
26 years of industry experience
Choreo, LLC
2023 - Present • 3 years
Healdsburg, CA
Enso Wealth Management
2018 - 2023 • 5 years
Petaluma, CA
Edward Jones
1999 - 2018 • 19 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santa Rosa, CA
Trusted Path Wealth Management, LLC
Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.
Series 63, Series 65
Santa Rosa, CA
Harry Licursi Tax & Retirement Planning
Harry Licursi is the sole advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience and registrations including Series 63 and Series 65. He has operated his independent firm since 2004, providing financial advisory and tax services. Harry Licursi Tax and Retirement Planning offers personalized investment advisory, financial consulting, asset management, and pension consulting to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm integrates investment management with tax advice as an IRS Enrolled Agent and emphasizes diversified portfolios tailored to client risk tolerance and time horizon.
Santa Rosa, CA
McDonell, Mark Robert
Mark McDonell is a financial advisor based in Santa Rosa, CA, with two years of industry experience. He is a CPA and Personal Financial Specialist with over 37 years of accounting experience through his role at Mark R McDonell, CPA. His firm, McDonell, Mark Robert, combines accounting and advisory services with personal financial planning, offering fee-only compiled financial statements, auditing, tax preparation, and planning. The firm focuses on audit-ready financial reporting and integrates tax considerations into financial plans, serving clients requiring GAAP-based compilations and audit-capable services.
CFP®, Series 63
Healdsburg, CA
Gemmer, Robert Arden
Robert Gemmer is a CFP® professional with 47 years of experience in financial and investment planning. He has operated as a self-employed advisor since 1979 and currently leads his independent firm, Gemmer, Robert Arden, based in Healdsburg, CA. He is also licensed as a life, health, and disability insurance agent. His firm provides financial planning and portfolio management primarily to individual clients, as well as trusts, employer-sponsored retirement plans, and self-employed business retirement accounts. Investment recommendations are tailored to each client’s objectives and risk profile, with diversified asset allocation and discretionary management implemented through third-party custodians.
Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Thomas Drake is the sole advisor at Integritas Semper, LLC, an independent registered investment adviser based in Windsor, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to founding Integritas Semper in 2010, he was associated with Grove Point Investments, LLC. Drake is also an insurance agent, marketing investment-related insurance products. Integritas Semper provides portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and municipal entities. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives within separately managed accounts to implement its trading strategies.
CFP®, Series 63, Series 65
Santa Rosa, CA
Meritage Wealth Advisory, LLC
Kenneth Perine is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Meritage Wealth Advisory, LLC in Santa Rosa, CA. He has led the firm since 2008. Outside of advisory services, he is involved with DSBC Transition Corp, a holding company for commercial rental property. Meritage Wealth Advisory provides comprehensive financial planning and investment supervision to individuals, families, trusts, estates, and related entities, with additional retirement plan consulting services. The firm’s investment strategy follows Modern Portfolio Theory, emphasizing global diversification through low-cost index funds, mutual funds, and ETFs, and generally offers non-discretionary advice without taking custody of client assets.
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