Form D Explorer

JONATHAN ROBERTS ADVISORY GROUP, INC.

SEC file number 801-60722 · TAMPA, FL
https://roberts.work ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$5.74B
Discretionary AUM
$4.18B
Employees
512
Clients
1682

Firm

Address
4301 ANCHOR PLAZA PARKWAY
TAMPA, FL 33634
Phone
—
Website
https://roberts.work
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)