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Jonathan Michael Rotz

Arkadios Wealth Advisors

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About Jonathan Michael Rotz

Jonathan Michael Rotz is a financial advisor with Arkadios Wealth Advisors. Jonathan has been in the financial services industry since 2001 and is registered with the state of Texas as both a broker-dealer and an investment advisor. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, corporations, and individuals other than high-net-worth clients. Jonathan's previous experience includes working with TRIAD ADVISORS LLC and VSR FINANCIAL SERVICES, INC.

Firm Information

Jonathan Rotz is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Jonathan Rotz’s Registration & Firm History

TX

07/22/2019 - Present

Arkadios Wealth Advisors (Frisco TX)

TX

08/01/2016 - 07/22/2019

TRIAD ADVISORS LLC (Frisco TX)

TX

07/25/2001 - 08/01/2016

VSR FINANCIAL SERVICES, INC. (FRISCO TX)

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Licenses & Designations

IA

Issued 06/05/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/27/2003

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/24/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Michael Rotz.
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