Jonathan Angrist, financial advisor Overland Park KS

Jonathan Angrist

CRD Number: 5596465
Current Firm: Quantitative Value Technologies

Jonathan Angrist (CRD# 5596465) is an Investment Advisor Representative working at Quantitative Value Technologies in Overland Park, KS and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fambran Enterprises, LLC Leawood, KS Jun 2020 - Current < 1
Quantitative Value Technologies Overland Park, KS Jun 2020 - Current < 1
Cognios Capital, LLC Leawood, KS Sep 2008 - Jun 2020 11
Helzberg Angrist Capital, LLC Kansas City, MO Jul 2005 - Aug 2018 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Jonathan C. Angrist
Phone Number: 913-302-0009
Firm Website: http://www.cognios.com
Registered State(s):
  • KS
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
  • Performance-based fees
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
Types of Clients
Registered States

KS

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