| Name | Title | Ownership | Since |
|---|---|---|---|
| Jwc Wealth Partners Control | Owner | Over 75% | 2022 |
| Kurt Walker Lofgren | Chief Compliance Officer | Under 5% | 2020 |
| Robert Julian Wood Control | Executive Vice President | Under 5% | 2022 |
Jonathan Roberts Advisory Group, Inc. reports $7.2 billion in regulatory assets under management on its Form ADV.
Jonathan Roberts Advisory Group, Inc. reports 512 employees.
Jonathan Roberts Advisory Group, Inc. is based in Tampa, FL and has been SEC-registered since 2001.
Jonathan Roberts Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4301 Anchor Plaza Parkway, Suite 450, Tampa, FL 33634 |
| Phone | (813) 935-6776 |
| Fax | (813) 935-6775 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $5.59B |
| Non-discretionary | $1.61B |
| Total (RAUM) | $7.2B |