Jonathan
Derby
The Colony Group, LLC
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About this Advisor
Jonathan Derby is a financial advisor based in Newton Center, Massachusetts with a total of 1 year of industry experience. Derby works at The Colony Group, LLC. Throughout their career, they have worked at Derby And Company Inc and The Colony Group, LLC. Derby is approved to work in Massachusetts. The Colony Group, LLC is a registered investment company operating out of Boston, MA. It has offices in 20 locations and a total of 360 advisors. It oversees $19 billion in total assets across its 20,099 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 49 charities and foundations. Of its 20,099 client accounts, 72% are associated with high-net-worth individuals who have greater than $1 million in assets. The Colony Group, LLC offers a number of services, including 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, educational seminars and other services. Financial management fees largely vary depending on which service is provided. Fees billed by The Colony Group, LLC may include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$18,829,209,229
360
20,099
$936,823
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
- Educational seminars/workshops
- Other
Jonathan Derby Work History
Jonathan has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
Derby And Company Inc
*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 Derby 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 The Colony Group, LLC
Bethesda, MD
Boston, MA
Richmond, VA
Bethesda, MD
Bethesda, MD
Richmond, VA
Concord, NH
Bethesda, MD
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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