Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Beach is a registered Investment Advisor Representative with Rockland Capital, LP. Jonathan has been in the industry since 2001. Jonathan is registered to provide investment advisory services in Texas. Jonathan has passed the Series 7 and Series 63 exams. Jonathan's previous employment was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jonathan is currently registered with Rockland Capital, LP. Rockland Capital, LP is a firm that provides portfolio management for pooled investment vehicles. The firm's primary business is providing investment advice and managing assets for high-net-worth individuals and families. Rockland Capital, LP has approximately $1,823,646,056 in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/04/2013 - Present
Rockland Capital, LP (THE WOODLANDS TX)
NY
09/07/2001 - 06/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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