Jonathan Roth, financial advisor Oklahoma City OK
89 score

Jonathan Roth

CRD Number: 6246709
Current Firm: Primerica Advisors

Jonathan Roth (CRD# 6246709) is an Investment Advisor Representative working at Primerica Advisors in Oklahoma City, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Oklahoma City, OK Dec 2013 - Current 3
Primerica Financial Services Oklahoma City, OK May 2010 - Current 6
Company De Roth Edmond, OK Jun 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Jonathan Roth
Phone Number: 800-544-5445
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
89
Clean Record
This advisor has a clean track record with regulators.

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