Jon RothenbergCRD Number: 3157313
Current Firm: Greenway Financial, LLC
Jon Rothenberg (CRD# 3157313) is an Investment Advisor Representative working at Greenway Financial, LLC in Farmington Hills, MI and has over 19 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Greenway Financial, LLC||Farmington Hills, MI||Aug 2017 - Current||< 1|
|Jd Rothenberg & Associates||Farmington Hills, MI||Jun 2017 - Current||< 1|
|Lpl Financial||Farmington Hills, MI||Nov 2011 - Aug 2017||5|
|Silberberg & Rothenberg Plc||Farmington Hills, MI||Dec 1996 - Jun 2017||20|
|Capital Analysts Inc.||Radnor, PA||Mar 2002 - Nov 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management67MILLIONS
Total Number of Accounts188ACCOUNTS
Average Account Value$356,190
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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