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Jon F

Series 65

Redlands, CA

Private Management Group Inc

Jon Fenster is a financial advisor with Private Management Group Inc in Redlands, CA, holding a Series 65 designation and 19 years of industry experience. He has worked at Private Management Group since 2025 and concurrently serves as a limited liability partner at Fenster & Fenster CPA's LLP, where he is involved in accounting and tax preparation services. Fenster has prior experience with J.J.F. Investments, Inc., where he worked from 2006 to 2024. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs individualized portfolios using fundamental analysis and a combination of longer-term strategic frameworks with shorter-term tactical adjustments, investing across a broad range of instruments while emphasizing active client input.

Active portfolio management Concentrated stock management Real estate investing
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