Jonathan Roberts Advisory Group, Inc. is a large advisory firm based in Tampa. It manages $2.1 billion of regulatory assets for 10,975 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Jonathan Roberts Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and hourly & fixed rate consulting. It prepares financial plans for approximately 671 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jonathan Roberts Advisory Group, Inc. is $2.1 billion. The firm's AUM has grown by 2203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jonathan Roberts Advisory Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Richard Carlson is individuals with 10,037 clients and $1.3 billion of assets under management. Among the 11 most similar advisory firms, Jonathan Roberts Advisory Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2.1 billion for 10,975 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jonathan Roberts Advisory Group doesn't advise any private funds.
The company employs 360 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 296 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jonathan Roberts Advisory Group, Inc. is owned by Juliane Marie Carlson. John Richard Carlson has been acting as President since 1 Nov 2000. Marco Adan Fuentes joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jonathan Roberts Advisory Group, Inc. performs its advisory services is located at 4301 Anchor Plaza Parkway, Tampa, FL 33634, which is also the mailing address of the firm. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (813) 935-6776 or by fax (813) 935-6775. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at jw-cole.com.