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Jonathan Stephen Forbes

PETRA FINANCIAL ADVISORS INC·COLORADO SPRINGS, Colorado
Clean record9 years registeredPETRA 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

PETRA FINANCIAL ADVISORS INC
Apr 2017 – present
02

Registrations & Exams

Registration record
First registered · April 13, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETRA FINANCIAL ADVISORS INC
CRD 107196 · SEC 801-39169
AUM
$357M
Regulatory assets under management
Employees
13
1,185 client accounts
Services offered by PETRA FINANCIAL ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETRA FINANCIAL ADVISORS INC →
Introduction

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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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Other Advisors at PETRA FINANCIAL ADVISORS INC

David Stephen Forbes
COLORADO SPRINGS, CO
Jeffrey L Gott
COLORADO SPRINGS, CO
Bill Jack Walton
COLORADO SPRINGS, CO
Crystal Faith Karstens
COLORADO SPRINGS, CO

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