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Jon David Rothenberg

Greenway Financial, LLC

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About Jon David Rothenberg

Jon David Rothenberg is an investment advisor representative with Greenway Financial, LLC in Farmington Hills, Michigan. Jon has been in the financial services industry since 1998. Jon holds a Series 6, Series 7, Series 24, and Series 66 license. Jon has experience working with high net worth individuals, pension and profit sharing plans, and individuals other than high net worth individuals.

Firm Information

Jon Rothenberg is currently registered with Greenway Financial, LLC. Greenway Financial, LLC is an investment advisor headquartered in [redacted]. The firm offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Greenway Financial manages approximately $117,126,268 in assets for 441 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

$117.13M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jon Rothenberg’s Registration & Firm History

MI

08/07/2017 - Present

Greenway Financial, LLC (FARMINGTON HILLS MI)

MI

11/18/2011 - 08/14/2017

LPL FINANCIAL LLC (SOUTH FIELD MI)

MI

03/12/2002 - 11/18/2011

CAPITAL ANALYSTS, INCORPORATED (FARMINGTON HILLS MI)

PA

01/04/2000 - 12/20/2001

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

WI

12/14/1998 - 02/10/2000

SII INVESTMENTS, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 09/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2012

Series 24 - General Securities Principal Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon David Rothenberg.
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