Jonathan Trbovich (CRD# 2996964) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Spartanburg, SC and has over 25 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 4166254
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Spartanburg, SC | May 2020 - Current | 3 |
| (dba) Kyle Atkins Financial Group Inc. | Spartanburg, SC | May 2020 - Current | 3 |
| Securities America Advisors | Greer, SC | Jan 2020 - May 2020 | < 1 |
| Securities America Inc. | Greer, SC | Jan 2020 - May 2020 | < 1 |
| Cls Investments LLC | Omaha, NE | Feb 2004 - Nov 2019 | 15 |
| Northern Lights Distributors LLC | Omaha, NE | Feb 2004 - Nov 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- SC
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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