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Kurt Walker Lofgren

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida
SIE, Series 7, Series 24Clean recordJONATHAN ROBERTS ADVISORY GROUP, INC.
4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 3048472Firm CRD# 112294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Walker Lofgren · TAMPA, FL
Registration
CRD #3048472 · JONATHAN ROBERTS ADVISORY GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 Kurt Walker Lofgren offer?
Kurt Walker Lofgren specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Kurt Walker Lofgren's credentials?
Kurt Walker Lofgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Walker Lofgren located?
Kurt Walker Lofgren is based in TAMPA, Florida, working with JONATHAN ROBERTS ADVISORY GROUP, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Kurt Walker Lofgren charge for services?
Kurt Walker Lofgren'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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Research
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