Financial Advisors · profile

Jon Luskin, CFP®

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
San Diego, CA 92101, USA · View on Google Maps Google Places
Website
www.jonluskin.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (17)
  • poyst.com5 (5)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 1 adviceonlynetwork.comIndependent editorial jonluskin.comSelf-published linkedin.comSelf-published social mapquest.comAggregated
How they're paid Fee-only 2 adviceonlynetwork.comIndependent editorial jonluskin.comSelf-published linkedin.comSelf-published social mapquest.comAggregated poyst.comAggregated sandiegofinancialadvisorsnetwork.comIndependent editorial

2 facts·7 sources·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, cajonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregated
Registration
registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington · registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington · registered investment adviser in California, Florida, Massachusetts, New York, Texas, and Washingtonjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedmapquest.comAggregated
Professional certifications
Jon M Luskin, License #24c93daf-7e6a-4796-a26f-54518a2c9218, United States · CFP®cfp.netIndependent editorialjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpodcasts.apple.comAggregatedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpoyst.comAggregatedlinkedin.comSelf-published socialjonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregatedjonluskin.comSelf-published
Services
Hourly Advice · retirement planning, investment strategies, and estate management · Investments, Retirement, Pre-Retirement Planning, Tax Strategies, Social Securityjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpoyst.comAggregatedadviceonlynetwork.comIndependent editorial
Who they work with
Do-It-Yourself Investorsjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpodcasts.apple.comAggregatedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregatedjonluskin.comSelf-published
How they invest
simple, low-cost investing · simple, low-cost investing using passive index funds · Bogleheads approachpodcasts.apple.comAggregatedadviceonlynetwork.comIndependent editorialjonluskin.comSelf-publishedpoyst.comAggregated
How they're paid
fee-onlyjonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedpoyst.comAggregatedlinkedin.comSelf-published socialadviceonlynetwork.comIndependent editorialmapquest.comAggregatedjonluskin.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
jonluskin.com Self-published ·
Jon Luskin is a fee-only, advice-only CFP® in San Diego specializing in hourly advice for do-it-yourself investors.
sandiegofinancialadvisorsnetwork.com Independent editorial ·
long-time advocate of simple, low-cost investing
podcasts.apple.com Aggregated ·
With a focus on the Bogleheads approach, Jon offers unbiased, comprehensive advice
poyst.com Aggregated ·
Fee-only, Advice-Only CERTIFIED FINANCIAL PLANNER (TM) (CFP®) professional and fiduciary
linkedin.com Self-published social ·
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary
adviceonlynetwork.com Independent editorial ·
Jon M. Luskin, MBA, CFP is a fee-only CERTIFIED FINANCIAL PLANNER
mapquest.com Aggregated ·
Hourly Advice for Do-It-Yourself Investors
jonluskin.com Self-published · jonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-published
06
Every source, every date

Where every fact comes from

We read 85 mentions across the web and boiled them down to 24 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 24 confirmed facts · 85 mentions read
Fact Value Source Source date How we checked
Category Career Counseling yelp.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category Financial service adviceonlynetwork.comIndependent editorial From page metadata
Category Professional Services yelp.comAggregated Verified
Featured on jonluskin.com · 5 mentions jonluskin.comSelf-published Verified
Fiduciary status fiduciary · 4 sources jonluskin.comSelf-publishedlinkedin.comSelf-published socialadviceonlynetwork.comIndependent editorialmapquest.comAggregated Verified
Has review count 5 poyst.comAggregated From page metadata
How they invest Bogleheads approach poyst.comAggregated Verified
How they invest simple, low-cost investing · 2 sources podcasts.apple.comAggregatedadviceonlynetwork.comIndependent editorial Verified
How they invest simple, low-cost investing using passive index funds jonluskin.comSelf-published Verified
How they're paid fee-only · 9 sources jonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedpoyst.comAggregatedlinkedin.comSelf-published socialadviceonlynetwork.comIndependent editorialmapquest.comAggregatedjonluskin.comSelf-published Verified
Main location ca · 3 sources poyst.comAggregatedyelp.comAggregatedadviceonlynetwork.comIndependent editorial From page metadata
Main location san diego, ca · 4 sources jonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregated Verified
Main location us · 2 sources poyst.comAggregatedadviceonlynetwork.comIndependent editorial From page metadata
Professional certifications CFP® · 18 sources jonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpodcasts.apple.comAggregatedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpoyst.comAggregatedlinkedin.comSelf-published socialjonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregatedjonluskin.comSelf-published Verified
Professional certifications Jon M Luskin, License #24c93daf-7e6a-4796-a26f-54518a2c9218, United States cfp.netIndependent editorial Not dated Registry-verified
Rating 5 poyst.comAggregated From page metadata
Registration registered investment adviser in California, Florida, Massachusetts, New York, Texas, and Washington · 2 sources jonluskin.comSelf-publishedmapquest.comAggregated Verified
Registration registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington jonluskin.comSelf-published Verified
Registration registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington · 4 sources jonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-published Verified
Services Hourly Advice · 4 sources jonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-published Verified
Services Investments, Retirement, Pre-Retirement Planning, Tax Strategies, Social Security adviceonlynetwork.comIndependent editorial Verified
Services retirement planning, investment strategies, and estate management poyst.comAggregated Verified
Who they work with Do-It-Yourself Investors · 16 sources jonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedsandiegofinancialadvisorsnetwork.comIndependent editorialjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedpodcasts.apple.comAggregatedjonluskin.comSelf-publishedjonluskin.comSelf-publishedjonluskin.comSelf-publishedadviceonlynetwork.comIndependent editorialmapquest.comAggregatedyelp.comAggregatedjonluskin.comSelf-published Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry
CFP® certification Jon M Luskin, License #24c93daf-7e6a-4796-a26f-54518a2c9218, United States
Verified
On record at cfp.net

Self-asserted

5 · from the firm's own materials · unverified
Investment adviser registration registered investment adviser in California, Florida, Massachusetts, New York, Texas, and Washington
Self-asserted · unverified
Source: jonluskin.com
Investment adviser registration registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington
Self-asserted · unverified
Source: jonluskin.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
9
Data refreshed
Compiled
Mentions → facts
85 → 24
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · jon-luskin-cfp-d9f4d784679747b28ab1b684e40738a1 Category · Financial Advisors Published by Authoria