professional profile
Jonathan J Robertson, CFP
Overview
Jonathan J Robertson is an investment adviser representative based in Columbia, SC, with 17 years in the industry.
- Years in the industry
- 17
- States registered
- 2
- Exams passed
- 1
- Current firms
- 1
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Registered in 2 states
Every state, with registration and license dates
Firms
- Abacus Planning Group, Inc.Current firm
Employment history since 2009
Book and practice
Firm assets under management on file
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