Jonathan Trbovich, financial advisor Greer SC
93 score

Jonathan Trbovich

CRD Number: 2996964
Current Firm: Cls Investments, LLC

Jonathan Trbovich (CRD# 2996964) is an Investment Advisor Representative working at Cls Investments, LLC in Greer, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Lights Distributors, LLC Omaha, NE Feb 2004 - Current 12
Cls Investments, LLC Omaha, NE Feb 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Jonathan R. Trbovich
Phone Number: 402-493-3313
Firm Website: http://www.clsinvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    7,211
    MILLIONS
  • Total Number of Accounts
    26,903
    ACCOUNTS
  • Average Account Value
    $268,025
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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