Jonathan Roberts Advisory Group, Inc.
● SEC registered since 2001CRD 112294SEC# 801-60722Tampa, FL
Reg. AUM
$8.25B
Employees
550
Accounts
31,247
Location
Tampa, FL
Jonathan Roberts Advisory Group, Inc. assets under management
Jonathan Roberts Advisory Group, Inc. operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2001. It reports $8.2 billion in regulatory assets under management and employs 550 people.
Jonathan Roberts Advisory Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jwc Wealth Partners Control | Owner | Over 75% | 2022 |
| Kurt Walker Lofgren | Chief Compliance Officer | Under 5% | 2020 |
| Robert Julian Wood Control | Executive Vice President | Under 5% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Jonathan Roberts Advisory Group, Inc. manage?
Jonathan Roberts Advisory Group, Inc. reports $8.2 billion in regulatory assets under management on its Form ADV.
How many employees does Jonathan Roberts Advisory Group, Inc. have?
Jonathan Roberts Advisory Group, Inc. reports 550 employees.
Where is Jonathan Roberts Advisory Group, Inc. located?
Jonathan Roberts Advisory Group, Inc. is based in Tampa, FL and has been SEC-registered since 2001.
Does Jonathan Roberts Advisory Group, Inc. disclose fund performance?
Jonathan Roberts Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4301 Anchor Plaza Parkway, Suite 450, Tampa, FL 33634 |
| Phone | (813) 935-6776 |
| Fax | (813) 935-6775 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.25B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$8.25Bregulatory AUM
Discretionary $6.74BNon-discretionary $1.51B