Unclaimed Profile

Jessica Dinaya Penovich

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 66Clean record10 years registeredJONATHAN ROBERTS ADVISORY GROUP, INC.

4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 5970223Firm CRD# 112294

Profile Verification

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

Identity

Jessica Dinaya Penovich · TAMPA, FL

Registration

CRD #5970223 · JONATHAN ROBERTS ADVISORY GROUP, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JONATHAN ROBERTS ADVISORY GROUP, INC.

J. W. COLE ADVISORS, INC.

Sep 2016 – Nov 2021

TAMPA, FL

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jun 2016 – Sep 2016

ST PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · June 15, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JONATHAN ROBERTS ADVISORY GROUP, INC.

CRD 112294 · SEC 801-60722

AUM

$5.7B

Regulatory assets under management

Employees

512

25,612 client accounts

Services offered by JONATHAN ROBERTS ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JONATHAN ROBERTS ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Dinaya Penovich offer?

Jessica Dinaya Penovich specializes in Financial Planning, Investment Management, Wealth Management.

What are Jessica Dinaya Penovich's credentials?

Jessica Dinaya Penovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Dinaya Penovich located?

Jessica Dinaya Penovich is based in TAMPA, Florida, last registered with JONATHAN ROBERTS ADVISORY GROUP, INC..

How does Jessica Dinaya Penovich charge for services?

Jessica Dinaya Penovich'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 JONATHAN ROBERTS ADVISORY GROUP, INC.?

JONATHAN ROBERTS ADVISORY GROUP, INC. has approximately 512 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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