Jonathan Crocker, financial advisor Boston MA

Jonathan Crocker

CRD Number: 5992370
Current Firm: Agfiq

Jonathan Crocker (CRD# 5992370) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 6 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Scott Gillespie, financial advisor Boston MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Agf Investments Inc. Jacksonville, FL Apr 2021 - Current 1
Foreside Fund Services, LLC Jacksonville, FL Apr 2021 - Current 1
Agf Investments LLC Boston, MA Oct 2020 - Current 1
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
Contact Info for Jonathan Crocker
Phone Number: 617-292-9804
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.