Answer a few questions and
get matched with an advisor.
About this Advisor
Jonas Roos is a certified financial planner based out of Dallas, Texas, who has been in the advisory business for 12 years. Roos is on the advisory team at Guidestone Advisors. Roos has gained experience at Guidestone Financial Resources Of Sbc, Pfpc Distributors, Inc, Guidestone Financial Services and Guidestone Advisors. Roos has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Guidestone Advisors is a business that has its headquarters in Dallas, Texas. Guidestone Advisors provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. Fees billed by Guidestone Advisors typically consist of other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Guidestone Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonas Roos Work History
Jonas has 12 years of experience.
Guidestone Financial Services
Guidestone Financial Resources Of Sbc
Pfpc Distributors, Inc
Jonas Roos has no disclosures.
Please visit their SEC profile for more details.