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Jonathan Henry Roberts

Flagstar Advisors

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About Jonathan Henry Roberts

Jonathan Roberts is a financial professional with over 22 years of experience in the industry. Jonathan is currently registered with Flagstar Advisors, a firm with offices in New York, NY. Jonathan holds the Series 7, 63, 27, 99TO and SIE licenses. Jonathan has specialized in providing financial services to a wide range of clients, including individuals, corporations, and pension plans. Jonathan is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jonathan Roberts is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Jonathan Roberts’s Registration & Firm History

NY

10/08/2001 - Present

Flagstar Advisors (NEW YORK NY)

NJ

12/14/2000 - 10/19/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 01/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2003

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Henry Roberts.
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