LPL Financial
28yrs
Top advisor by experience in Topanga
16yrs
Jonathan Buck
Financial advisor at Orion Capital
Jonathan Buck has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Topanga, California. Jonathan has been with Orion Capital since 2026; before that, Jonathan spent a year at Merrill. Orion Capital offers investment management and is paid through a percentage of assets, hourly fees, and performance-based fees.
One of 5 advisors with offices in Topanga, and one of 4 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
OfficeTopanga, CA
FirmOrion Capital
How the firm is paid ?Percent of assets, Hourly, Performance fee
Typical client at the firm ?$312,500
States licensed ?1 state
Services through Orion Capital
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowOrion CapitalCurrent firm
- 2020 – 2023Orion CapitalPreviously
- 2013 – 2019Orion CapitalPreviously
- Feb 2011 – Aug 2012MerrillPreviously
Contact Jonathan
(424) 202-4558Orion Capital main office Topanga, CAOffice · Get directions Firm websitewww.orion-cap.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Orion Capital at (424) 202-4558 and ask for Jonathan Buck. Jonathan works from the Topanga, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Jonathan hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Orion Capital reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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