Jonathan Rosner, financial advisor Potomac MD
89 score

Jonathan Rosner

CRD Number: 6287547
Current Firm: Convergent Wealth Advisors, LLC

Jonathan Rosner (CRD# 6287547) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Convergent Wealth Advisors, LLC Potomac, MD Jan 2014 - Current 3
Deutsche Bank Baltimore, MD Nov 2010 - Dec 2013 3
Lcg Associates Atlanta, GA Jun 2008 - Sep 2010 2
Emory University Atlanta, GA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Jonathan B. Rosner
Phone Number: 301-770-6300
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4,693
    MILLIONS
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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