Jonathan
Roby

Tsg Advice Partners, LLC

CRD#6645631
Investment Advisor
in Columbus, OH

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About this Advisor

Jonathan Roby is a financial advisor based in Columbus, Ohio, working with Tsg Advice Partners, LLC. Jonathan has previously held positions at Tsg Advice Partners, LLC, Mount Vernon Nazarene University, Troyer And Troyer Builders, and S G Capital LLC. Jonathan is registered to provide services in Ohio. Currently, Jonathan is part of Tsg Advice Partners, LLC, which operates out of Columbus, Ohio. The firm has 12 employees and manages assets totaling $613.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tsg Advice Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

349 W Nationwide Blvd
Columbus, OH 43215

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Tsg Advice Partners, LLC Brokerage Details

Total Assets Under Management

$613,316,721

OH Average: $2,106,341,625
Total Number of Employees

12

OH Average: 34
Total Number of Accounts

2,969

OH Average: 1,972
Average Account Size

$206,573

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonathan Roby Work History

2019 - Present (6 years)

Tsg Advice Partners, LLC

2016 - 2019 (3 years)

S G Capital LLC

2013 - 2015 (2 years)

Troyer And Troyer Builders

2012 - 2016 (4 years)

Mount Vernon Nazarene University

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Disclosures

Please visit the SEC profile of Jonathan Roby 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 Tsg Advice Partners, LLC

Misty Cherniss
San Antonio, TX
John Loveday
Columbus, OH
Blake Farmer
Columbus, OH
Jonathan Roby
Columbus, OH
Alvin Asiamah
Columbus, OH
Angel Brown
San Diego, CA
Isao Shoji
Columbus, OH
Christopher Schumacher
Columbus, OH

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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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.

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