Unclaimed Profile

Kurt Walker Lofgren

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida

Series 24, Series 7Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Kurt Walker Lofgren is a registered financial advisor based in TAMPA, Florida, affiliated with JONATHAN ROBERTS ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JONATHAN ROBERTS ADVISORY GROUP, INC.

J. W. COLE ADVISORS, INC.

AUM

$5.7B

Regulatory assets under management

Employees

512

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3048472

Firm CRD# 112294

View on FINRA BrokerCheck →

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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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