Jonathan Binns (CRD# 6959725) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 3 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rose Capital Advisors, LLC | Miami Beach, FL | May 2020 - Current | 3 |
| Saxony Securities, Inc. | St. Louis, MO | Nov 2019 - Current | 4 |
| Rose Capital Advisors, LLC | Miami Beach, FL | Sep 2019 - Current | 4 |
| Unemployed | Clifton, NJ | May 2019 - Sep 2019 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2018 - May 2019 | < 1 |
| Rose Capital Advisors | Miami Beach, FL | Jun 2018 - Sep 2018 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2017 - Jun 2018 | < 1 |
| Fondo Atlas | Coral Gables, FL | Mar 2017 - Aug 2017 | < 1 |
| University Of Miami | Miami, FL | Aug 2016 - May 2017 | < 1 |
| Cogent Entertaining Marketing | New York, NY | May 2016 - Aug 2016 | < 1 |
| Atlantic Casting & Engineering | Clifton, NJ | May 2016 - Jul 2016 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2015 - May 2016 | < 1 |
| Atlantic Casting & Engineering | Clifton, NJ | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Clifton, NJ | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- FL
-
Total Assets Under Management543MILLIONS
-
Total Number of Accounts813ACCOUNTS
-
Average Account Value$668,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IN, LA, MA, MD, NJ, NY, OH, PA, TX, VA, VT
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