Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robson has been in the financial services industry since April 2001. Jonathan is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative. Jonathan has worked in various roles, including Insurance Agent, and also has ownership and managerial roles in several businesses including Old Trace Investors, LLC, Dallas Villages, LLC and Robson Planning Group. Jonathan is a registered representative of FINRA and holds licenses in multiple states including Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Texas, Utah, and Virginia. Jonathan provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (MARIETTA GA)
GA
09/01/2016 - 11/03/2023
FSC SECURITIES CORPORATION (MARIETTA GA)
GA
11/15/2012 - 09/09/2016
LPL FINANCIAL LLC (MARIETTA GA)
GA
05/24/2010 - 11/29/2012
HORNOR, TOWNSEND & KENT, INC. (MARIETTA GA)
GA
05/12/2008 - 05/27/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MARIETTA GA)
GA
04/16/2001 - 05/15/2008
HORNOR, TOWNSEND & KENT, INC. (MARIETTA GA)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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