Jonas
Roos

Guidestone Advisors

CRD#4985448
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

5005 Lbj Freeway Ste. 2200
Dallas, TX 75244-6152

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Guidestone Advisors Brokerage Details

Total Assets Under Management

$104,969,530

TX Average: $3,042,739,679
Total Number of Employees

18

TX Average: 49
Total Number of Accounts

277

TX Average: 2,315
Average Account Size

$378,951

TX Average: $1,314,358

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Investment Advisory Services

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

Jonas Roos Work History

Jonas has 12 years of experience.

2009 - Present (10 years)

Guidestone Financial Services

2009 - Present (10 years)

Guidestone Advisors

2006 - Present (13 years)

Guidestone Financial Resources Of Sbc

2007 - 2009 (2 years)

Pfpc Distributors, Inc

Disclosures

Jonas Roos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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