J••••••• S••••• H•••••

Title

Partnerreportedcbayinvestments.comfirm site, Sep 17, 2026

Partner or owner

“Partner”reportedcbayinvestments.comthe sentence on the bio page

Professional profile

cbayinvestments.com/team/jonathan-hersonreportedcbayinvestments.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• C••••• B•• I••••••••• M••••••••• L•• independent RIA current
  since Dec 16, 2025 · Westlake Village, Ca
• L•• F•••••••• L•• BD affiliated
  Aug 6, 2010 to Dec 23, 2016 · Westlake Village, Ca
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Aug 17, 2010 · Woodland Hills, Ca
• C•••••••• G••••• M•••••• I••• BD affiliated
  May 2, 2006 to Jun 1, 2009 · Woodland Hills, Ca

• L•• F•••••••• L•• to C••••• B•• I••••••••• M••••••••• L••
  left Dec 23, 2016, registered Dec 16, 2025 (3280 days) · Other · moved with a team
• M••••• S•••••• to L•• F•••••••• L••
  left Aug 17, 2010, registered Aug 6, 2010 (-11 days) · Other
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

20derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address