Jonathan
Rotz
Arkadios Wealth Advisors
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About this Advisor
Jonathan Rotz is a financial advisor based in Frisco, Texas, working with Arkadios Wealth Advisors. Jonathan has previously held positions at Vsr Financial Services Inc, Vsr Advisory Services, Parry Financial Advisors, Arkadios Capital, Arkadios Wealth Advisors, and Triad Advisors, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jonathan is part of Arkadios Wealth Advisors, which operates out of Frisco, Texas. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$2,681,123,534
153
1
$2,681,123,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Rotz Work History
Arkadios Capital
Arkadios Wealth Advisors
Triad Advisors, Inc
Vsr Advisory Services
Parry Financial Advisors
Vsr Financial Services Inc
Disclosures
Please visit the SEC profile of Jonathan Rotz 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 Arkadios Wealth Advisors
Berwyn, PA
Ponte Vedra Beach, FL
Berwyn, PA
Neptune, NJ
Atlanta, GA
Iselin, NJ
Hilton Head Island, SC
Neptune, NJ
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