Jonathan Rost, financial advisor Jefferson City MO
93 score

Jonathan Rost

CRD Number: 3018275
Current Firm: Wells Fargo Advisors, LLC

Jonathan Rost (CRD# 3018275) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Jefferson City, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Jefferson City, MO Jul 2010 - Current 6
Invest Financial Corporation Jefferson City, MO Apr 2007 - Jul 2010 3
Investor Services - Central Bank Jefferson City, MO May 2006 - Jul 2010 4
Cadent Financial Services Jefferson City, MO May 2006 - Oct 2009 3
Pfic Advisors Inc. Franklin, TN Feb 2007 - Apr 2007 < 1
Pfic Securities Corporation Jefferson City, MO May 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Jonathan R. Rost
Phone Number: 314-875-3000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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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