Jones, Zafari, Klein, Tournat & Castagnola Group, Private Wealth Advisors

Jones, Zafari, Klein, Tournat & Castagnola Group

The Jones Zafari Klein Tournat & Castagnola Group

Our group of investment professionals provides financial services and strategies for ultra-affluent individuals, families, corporations, endowments, and foundations. Ninety clients have entrusted us with $15 billion in assets as of January 1st, 2014. Clients include entrepreneurs, Fortune 500 executives, media personalities, non-profit organizations, and owners of private corporations; accounts range in size from $10 million to over $1 billion.

Our team has received a number of accolades:

  • Barron’s magazine, “Top 100 Financial Advisors nationally,” 2005 – 2014.1
  • Barron’s magazine, “Top 1200 Financial Advisors State-by-State,” 2009 – 2014.2
  • The Financial Times, "Top 400 Advisors," 2013 and 2014.3
  • Registered Rep magazine, “Top 100 Wirehouse Advisors in America,” 2007 – 2012.4
  • Depth of Experience

    Our team draws upon the combined talents and efforts of 22 individuals. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. Each client has direct, one-on-one access to a partner of our group. The immediacy of this relationship, combined with the scope of our services, creates a powerful dynamic that seeks to enhance, organize, and streamline clients’ financial lives.

    Focused Attention

    We inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the upmost professionalism, discretion, and focus. Our strategies and offerings are designed to address clients’ complex, wide ranging financial needs:

  • Investment management
  • Trust and estate planning strategies
  • Brokerage
  • Tax-effective hedging and diversification strategies
  • Credit and banking needs through Bank of America, N.A.
  • Family office services
  • Dedicated Investment Analysis

    The open investment platform within Bank of America Merrill Lynch enables our group to access investment strategies wherever they are housed. Given the size and scale of our group, we have dedicated resources for investment manager due diligence. Our team conducts over 1,000 calls and meetings with investment managers each year. This commitment to investment analysis provides us with valuable insight into market conditions, investment capacity, new investment strategies, and rising talent. We parlay this knowledge into timely strategic and tactical investment approaches that seek to enhance portfolio returns while dampening risk.

    Investment Philosophy

    We believe that maintaining a contrarian mindset and embracing flexibility are key activities of portfolio construction. The investment goal for our strategies is to provide market-driven returns, with size, style and geographic diversification. We seek to bolster returns through tactical allocations, providing a broad range of investment choices to serve client needs.



    ________________________________________________


    12005 – 2014 Top 100 Advisor Methodology Summary: Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

    22009 – 2014 Top 1,200 Advisor Methodology Summary: Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

    3The Financial Times Top 400 Financial Advisors, April 11, 2013 and March 25, 2014. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.

    4Advisors on the Top 100 Wirehouse Advisors in America list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. REP. magazine and wealthmanagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.


    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Asset Allocation does not ensure a profit or protect against loss in declining markets.

    Jones, Zafari, Klein, Tournat & Castagnola Group,
    Private Wealth Advisors

    2049 CENTURY PARK EAST
    Floor No. 11
    LOS ANGELES, CA  90067
    (888) 845-1961

    Directions to branch

    The Team

    Richard Jones
    Private Wealth Advisor
    Managing Director-Wealth Management
    (310) 407-4925
    Reza Zafari
    Private Wealth Advisor
    Managing Director-Wealth Management
    (310) 407-4923
    Jerry Klein
    Private Wealth Advisor
    Managing Director-Wealth Management
    (310) 407-4919
    Tom Tournat
    Private Wealth Advisor
    Managing Director-Wealth Management
    (310) 407-4917
    Joseph Castagnola
    Private Wealth Advisor
    Senior Vice President-Wealth Management
    (858) 587-4525
    Dave Niehaus
    Investment Associate
    Vice President
    (310) 407-4918
    Eleni Mavromati
    Investment Associate
    Vice President
    (310) 407-4913
    Audney DePaulo
    Investment Associate
    Vice President
    (310) 407-4906
    Ryan McDowell
    Sr Financial Analyst
    Vice President
    (310) 407-4911
    Fraser McAlpine
    Sr Financial Analyst
    (310) 407-4909
    Guillaume Schils
    Reg Financial Analyst
    (310) 407-4907
    Wil Byers
    Reg Financial Analyst
    (310) 407-4908
    Nicholas Moore
    Financial Analyst
    (858) 587-4509
    Victoria Santoro
    Financial Analyst
    (310) 407-4910
    Alexander Tanious
    Reg Financial Analyst
    (310) 407-4912
    Elisa Esparza
    Sr Private Wealth Assoc
    (858) 587-4523
    Judith Ignacio
    Sr Private Wealth Assoc
    (310) 407-4920
    Lisa Jurado
    Private Wealth Assoc
    (310) 407-4905
    Jacki Lewis
    Reg Private Wealth Assoc
    (310) 407-4916
    Jenna Mai
    Private Wealth Assoc
    (310) 407-4915
    Lily Masutani
    Reg Private Wealth Assoc
    (310) 407-4921
    Chrisanna Northrup
    Sr Private Wealth Assoc
    (858) 587-4526
    Lisa Young
    Private Wealth Assoc
    (310) 407-4922
    Jeremy DeCuir
    Financial Analyst
    (310) 407-3929

    Richard Jones is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

    Reza Zafari is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

    Jerry Klein is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

    Tom Tournat is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

    Joseph Castagnola is registered to do business in:AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

    For questions regarding registration information please contact your Financial Advisor.
    26490234 (JCA*******803)