Jonas Turand Champion
Advisor at Net Income LLC — Cheyenne, WY
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.
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 66
Experience Industry experience
17 years
Location
Cheyenne, WY 82001
Net Income LLC
Independent
Total advisors
1Clients per advisor
6 LowAvg AUM per client
$308,646 LowHNW client ratio
33% HighJonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.
Based on Net Income LLC
Based on Net Income LLC
$50,000 - $500,000: 0.700% $500,001 - $1,000,000: 0.600% $1,000,001 - $1,500,000: 0.500% $1,500,001 - $2,000,000: 0.400% $2,000,001+: 0.300%
$250 per hour for Consulting Services
Account minimum: $50,000 Minimum fee: Minimum hourly fee of $250 for Consulting Services Fee-only: Consulting Services at $250 per hour
Cheyenne, WY
1621 Central Ave
Cheyenne WY 82001
Advisors at this office
1
California
17 years of industry experience
Sprout Sprawl LLC
2016 - Present • 10 years
Jackson, WY
Intensify LLC
2016 - 2021 • 5 years
Jackson, WY
JTC International
2015 - Present • 11 years
Jackson, WY
Net Income LLC
2015 - Present • 11 years
Cheyenne, WY
CUSO Financial Services, L.P.
2011 - 2015 • 4 years
Santa Rosa, CA
Charles Schwab
2008 - 2011 • 3 years
Corte Madera, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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