Jonathan Warner
Continuum Advisory · Meridian, Idaho
Jonathan Warner is a fee-only financial advisor at Continuum Advisory in Meridian, Idaho. Continuum Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Continuum Advisory |
|---|---|
| Based in | Meridian, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.91B across 3,461 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7501260 |
| Exams passed | Series 65 (2022) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.clarkstreetfinancial.com |
How Jonathan's firm compares
- Continuum Advisory's average account is about $551,000, from its Form ADV (assets managed divided by 3,461 accounts).
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Questions about Jonathan
Is Jonathan Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Continuum Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Continuum Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Warner based?
Jonathan Warner is based in Meridian, Idaho.
Is Jonathan Warner registered with the SEC?
Yes. Jonathan Warner is registered as an investment adviser representative in ID (CRD 7501260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Continuum Advisory manage?
Continuum Advisory reports $1.91B across 3,461 accounts in assets under management.
How do I contact Jonathan Warner?
Through Jonathan's website, www.clarkstreetfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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