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Jonathan Orseck

FRANKLIN MANAGED OPTIONS STRATEGIES, LLC·WESTPORT, Connecticut
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1071 POST ROAD EAST, #201, WESTPORT, CT 06880CRD# 2488079Firm CRD# 325732
01

About

Jonathan Orseck is a registered financial advisor based in WESTPORT, Connecticut, affiliated with FRANKLIN MANAGED OPTIONS STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
AUM
$447M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FRANKLIN MANAGED OPTIONS STRATEGIES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2488079
Firm CRD# 325732
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Orseck offer?
Jonathan Orseck specializes in Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Jonathan Orseck's credentials?
Jonathan Orseck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Orseck located?
Jonathan Orseck is based in WESTPORT, Connecticut, working with FRANKLIN MANAGED OPTIONS STRATEGIES, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Jonathan Orseck charge for services?
Jonathan Orseck's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN MANAGED OPTIONS STRATEGIES, LLC?
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC has approximately 11 employees and manages $447M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTPORT
Kenneth Lee Everding — PARAMETRIC RISK ADVISORS LLCLawrence M Berman — PARAMETRIC RISK ADVISORS LLCCharles Arthur Davis — LEARGAS CAPITAL LLCGerrit Burns Parker — GRAY'S CREEK CAPITAL ADVISORS, LLCBradley Scott Berggren — FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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