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Kurt Walker Lofgren

Chief Compliance OfficerJonathan Roberts Advisory Group, Inc.CRD 3048472

About Kurt Walker Lofgren

Kurt Walker Lofgren is listed as Chief Compliance Officer at Jonathan Roberts Advisory Group, Inc. in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Jonathan Roberts Advisory Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kurt Walker Lofgren work?

Kurt Walker Lofgren is listed as Chief Compliance Officer at Jonathan Roberts Advisory Group, Inc. on SEC Form ADV.

How much of Jonathan Roberts Advisory Group, Inc. does Kurt Walker Lofgren own?

Form ADV reports a beneficial ownership band of Under 5%.

Jonathan Roberts Advisory Group, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2020
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