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Jonathan J. Robertson

Shareholder/Chief Compliance Officer/Co-PresidentAbacus Planning Group, Inc.CRD 5654616

About Jonathan J. Robertson

Jonathan J. Robertson is listed as Shareholder/Chief Compliance Officer/Co-President at Abacus Planning Group, Inc. in Columbia, SC. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Abacus Planning Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan J. Robertson work?

Jonathan J. Robertson is listed as Shareholder/Chief Compliance Officer/Co-President at Abacus Planning Group, Inc. on SEC Form ADV.

How much of Abacus Planning Group, Inc. does Jonathan J. Robertson own?

Form ADV reports a beneficial ownership band of 5-10%.

Abacus Planning Group, Inc.

TitleShareholder/Chief Compliance Officer/Co-President
Ownership5-10%
Control personNo
Since2022
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