Jonathan Crocker (CRD# 5992370) is an Investment Advisor Representative working at Agf Investments in Boston, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agf Investments Inc. | Jacksonville, FL | Apr 2021 - Current | 3 |
| Foreside Fund Services, LLC | Jacksonville, FL | Apr 2021 - Current | 3 |
| Agf Investments LLC | Boston, MA | Oct 2020 - Current | 3 |
| Foreside Fund Services, LLC | New York, NY | Feb 2021 - Apr 2021 | < 1 |
| Agf Investments Inc. | New York, NY | Oct 2020 - Apr 2021 | < 1 |
| Hsbc Securities (usa) Inc. | New York, NY | Sep 2017 - Oct 2020 | 3 |
| Hsbc Global Asset Management | New York, NY | Aug 2017 - Oct 2020 | 3 |
| Unemployed | New York, NY | Oct 2016 - Aug 2017 | < 1 |
| Goldman Sachs, & Company | San Francisco, CA | Aug 2015 - Oct 2016 | 1 |
| Us Trust Company Of Ny | New York, NY | Sep 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- MA
-
Total Assets Under Management2,370MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$158,018,154
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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