Jonathan
Rock
Knights Of Columbus Asset Advisors LLC
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About this Advisor
Jonathan Rock is a financial advisor based in Frederick, Maryland, working with Knights Of Columbus Asset Advisors LLC. Jonathan has previously held positions at Knights Of Columbus Insurance, Knights Of Columbus Asset Advisors LLC, and J.D. Rock Custom Home Improvements LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Jonathan is part of Knights Of Columbus Asset Advisors LLC, which operates out of Frederick, Maryland. The firm has 1 office and 225 employees. The firm manages assets totaling $27.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Knights Of Columbus Asset Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$27,242,773,364
225
3,799
$7,171,038
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Rock Work History
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus Insurance
J.D. Rock Custom Home Improvements LLC
Disclosures
Please visit the SEC profile of Jonathan Rock 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 Knights Of Columbus Asset Advisors LLC
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