Jonathan
Binns

Rose Capital Advisors, LLC

CRD#6959725
Investment Advisor
in Miami Beach, FL

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About this Advisor

Jonathan Binns is a financial advisor based in Miami Beach, Florida, working with Rose Capital Advisors, LLC. Jonathan has previously held positions at Saxony Securities, Inc, University Of Miami, Rose Capital Advisors, Fondo Atlas, Cogent Entertaining Marketing, Atlantic Casting & Engineering, and Rose Capital Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jonathan is part of Rose Capital Advisors, LLC, which operates out of Miami Beach, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $543.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Rose Capital Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

119 Washington Avenue Suite 400
Miami Beach, FL 33139

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Rose Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$543,185,870

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

813

FL Average: 2,474
Average Account Size

$668,125

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jonathan Binns Work History

2020 - Present (4 years)

Rose Capital Advisors, LLC

2019 - Present (5 years)

Saxony Securities, Inc

2019 - Present (5 years)

Rose Capital Advisors, LLC

2018 - 2019 (1 year)

University Of Miami

2018 - 2018 (< 1 year)

Rose Capital Advisors

2017 - 2018 (1 year)

University Of Miami

2017 - 2017 (< 1 year)

Fondo Atlas

2016 - 2017 (1 year)

University Of Miami

2016 - 2016 (< 1 year)

Cogent Entertaining Marketing

2016 - 2016 (< 1 year)

Atlantic Casting & Engineering

2015 - 2016 (1 year)

University Of Miami

2015 - 2015 (< 1 year)

Atlantic Casting & Engineering

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

Gareth Evans
Miami Beach, FL
Jonathan Binns
Miami Beach, FL
Sanjeev Yadav
Miami Beach, FL
Michael Rose
Miami Beach, FL
Jamel Gordon
Miami Beach, FL
Ashley Kulju
Miami Beach, FL
Brendan Reardon
East Falmouth, MA
Mitchell Romano
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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