Jonathan
Binns
Rose Capital Advisors, LLC
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About this Advisor
Jonathan Binns is a financial advisor operating out of Miami Beach, Florida with 3 years of relevant experience. Binns is currently employed by Rose Capital Advisors, LLC. Over the course of their career, Binns has held roles at University Of Miami, Saxony Securities, Inc, Rose Capital Advisors, Fondo Atlas, Cogent Entertaining Marketing, Atlantic Casting & Engineering and Rose Capital Advisors, LLC. Binns maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Rose Capital Advisors, LLC is a registered investment firm operating out of Miami Beach, FL. It has offices in two locations and a total of 10 people on staff. It controls $410 million in total assets among its 669 accounts, placing it among the bigger firms in the country by assets under management. The firm serves eight charities and foundations. Of its 669 customer accounts, 62% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Rose Capital Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rose Capital Advisors, LLC Brokerage Details
$409,592,596
10
669
$612,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jonathan Binns Work History
Jonathan has been registered as a financial advisor for 3 years.*
Rose Capital Advisors, LLC
Saxony Securities, Inc
Rose Capital Advisors, LLC
University Of Miami
Rose Capital Advisors
University Of Miami
Fondo Atlas
University Of Miami
Cogent Entertaining Marketing
Atlantic Casting & Engineering
University Of Miami
Atlantic Casting & Engineering
Atlantic Casting & Engineering
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Binns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rose Capital Advisors, LLC
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
East Falmouth, MA
Miami Beach, FL
Miami Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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