Jonathan Ezra
Financial advisor at Tamar Securities, LLC · Woodland Hills, CA
Last updated 2026-10-10
Claim your profileJonathan Ezra is a financial advisor at Tamar Securities, LLC in Woodland Hills, CA, CRD 7069508. Licenses and exams on the registration: Series 65. IAPD registration began 2019-02-05.
Registration
- CRD number
- 7069508
- Registration status
- Active
- IAPD registration
- 2019-02-05
- Industry Experience
- 7 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2019-01 to Present · Tamar Securities, LLC · Woodland Hills, CA
- 2016-08 to 2017-05 · Tulane University · New Orleans, LA
- 2017-08 to 2018-05 · Santa Monica College · Santa Monica, CA
- 2018-08 to 2021-05 · California State University, Northridge · Northridge, CA
Current employment
- Tamar Securities, LLC · Woodland Hills, CA
Tamar Securities, LLC
- Regulatory AUM
- $1,521,678,938
- Registered advisors
- 15
- Offices
- 1
- Clients per advisor
- 281.3 (Very high)
- Average AUM per client
- $360.7K (Low)
- High-net-worth client ratio
- 4.7% (Low)
Tamar Securities, LLC: advisors, services and reported ETF investments
About
Jonathan Ezra is a financial advisor at Tamar Securities, LLC in Woodland Hills, CA. Reported securities licenses include Series 65. The latest record indicates 7 years of industry experience and 10 years of reported work history. Reported roles include California State University, Northridge, Santa Monica College, Tulane University.
Tamar Securities, LLC's firm-level Form ADV reports 15 advisors across 1 offices; approximately 281.3 clients per advisor, average assets per client of $360,673, and regulatory AUM of $1.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $202.9M across 24 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Ezra personally.
Reported ETF positions
Tamar Securities reports 24 ETF positions worth $202.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| XLV — State Street Health Care Select Sector SPDR ETF | $24.6M |
| XLK — State Street Technology Select Sector SPDR ETF | $17.1M |
| FDN — First Trust DJ Internet Index Fund | $15.7M |
| XLI — State Street Industrial Select Sector SPDR ETF | $15.4M |
| XLF — State Street Financial Select Sector SPDR ETF | $15.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tamar Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $259.3K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $2.5M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VEA — Vanguard FTSE Developed Markets ETF | $11.6M | Top 97.3% | Residual alpha +1.19% · Residual Sharpe 0.06 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $13M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tamar Securities, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Insurance Company or Agency
Location
22466 Ventura Boulevard, Woodland Hills, CA 91364
15 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 818-914-7460
- Website: tamarsecurities.com
- Youtube
Official record
Are you Jonathan Ezra?
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