Jonathan
Roby
Tsg Advice Partners, LLC
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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
Services Offered
Fee Structure
Office Location
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Tsg Advice Partners, LLC Brokerage Details
$613,316,721
12
2,969
$206,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Roby Work History
Tsg Advice Partners, LLC
S G Capital LLC
Troyer And Troyer Builders
Mount Vernon Nazarene University
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
San Antonio, TX
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
San Diego, CA
Columbus, OH
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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