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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan J. Robertson is a Certified Financial Planner and an Investment Advisor Representative with Abacus Planning Group, Inc. based in Columbia, SC. Jonathan holds a Series 65 license, which he obtained in 2009. Jonathan has been with the firm since 2007. Abacus Planning Group, Inc. provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. The firm specializes in high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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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SC
10/28/2024 - Present
Abacus Planning Group, Inc. (COLUMBIA SC)
IA
Issued 05/18/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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