Jonathan
Dennison
Focus Financial
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About this Advisor
Jonathan Dennison is a financial advisor who works out of Minneapolis, Minnesota, with 7 years of relevant experience. Dennison works at Focus Financial. The advisor has gained experience at Focus Financial Network, Jonathan Dennison and Royal Alliance Associates. Dennison holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Focus Financial is a registered investment firm that has its headquarters in Minneapolis, MN. It has offices in 40 locations and a total of 194 advisors. It controls $5 billion in assets across its 24,479 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 24,479 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the type of financial services offered. Fees billed by Focus Financial most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$4,459,201,828
194
24,479
$182,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Dennison Work History
Jonathan has been registered as a financial advisor for 7 years.*
Royal Alliance Associates
Focus Financial Network
Jonathan Dennison
*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 Dennison 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 Focus Financial
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
