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.

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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: https://www.agf.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,875
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $187,470,460
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

MA

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