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Jonathan H
Series 63, Series 66
Coronado, CA
T2 Asset Management, LLC
Jonathan Helton is a financial advisor at T2 Asset Management, LLC in Coronado, CA, with 17 years of industry experience. He has been with T2 Asset Management since 2013 and holds Series 63 and Series 66 designations. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million on a discretionary basis. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation and risk management across multiple investment profiles.
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