Jonathan Kofos (CRD# 7139067) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advantage Capital | Austin, TX | Jul 2023 - Current | < 1 |
| Unemployed | Austin, UT | May 2023 - Jul 2023 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2022 - May 2023 | < 1 |
| Houlihan Lokey | Houston, TX | May 2022 - Aug 2022 | < 1 |
| The University Of Texas At Austin | Austin, TX | Mar 2022 - May 2022 | < 1 |
| Deloitte & Touche | Houston, TX | Jan 2022 - Mar 2022 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2021 - Jan 2022 | < 1 |
| Fitrankings | Austin, TX | May 2020 - Jan 2022 | 1 |
| First Onsite | Fort Worth, TX | Jun 2021 - Aug 2021 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2020 - Jun 2021 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2019 - May 2020 | < 1 |
| Merrill Lynch | Austin, TX | Jun 2019 - Aug 2019 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2018 - Jun 2019 | < 1 |
| Dominion Country Club | San Antonio, TX | May 2018 - Aug 2018 | < 1 |
| William Hobby Middle School And Tom C. Clark High School | San Antonio, TX | Aug 2013 - May 2018 | 4 |
- TX
-
Total Assets Under Management833MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$83,251,739
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
LA, MO, TX
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