Unclaimed Profile

Jonathan Stephen Forbes

PETRA FINANCIAL ADVISORS INC·COLORADO SPRINGS, Colorado

Clean recordPETRA FINANCIAL ADVISORS INC

2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO 80903-1626CRD# 6142082Firm CRD# 107196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Stephen Forbes · COLORADO SPRINGS, CO

Registration

CRD #6142082 · PETRA FINANCIAL ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Stephen Forbes is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PETRA FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PETRA FINANCIAL ADVISORS INC

AUM

$357M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETRA FINANCIAL ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6142082

Firm CRD# 107196

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Stephen Forbes offer?

Jonathan Stephen Forbes specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Jonathan Stephen Forbes's credentials?

Jonathan Stephen Forbes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Stephen Forbes located?

Jonathan Stephen Forbes is based in COLORADO SPRINGS, Colorado, working with PETRA FINANCIAL ADVISORS INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Jonathan Stephen Forbes charge for services?

Jonathan Stephen Forbes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETRA FINANCIAL ADVISORS INC?

PETRA FINANCIAL ADVISORS INC has approximately 13 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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