Unclaimed Profile

Todd James Pack

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida

SIE, Series 7, Series 24, Series 62, Series 63, Series 66, Series 99TOChFCClean record20 years registeredJONATHAN ROBERTS ADVISORY GROUP, INC.

4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 2795590Firm CRD# 112294

Profile Verification

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

Identity

Todd James Pack · TAMPA, FL

Registration

CRD #2795590 · JONATHAN ROBERTS ADVISORY GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

J. W. COLE ADVISORS, INC.

May 2013 – present

FINANCIAL ADVISERS OF AMERICA, LLC

Nov 2009 – May 2013

CARLSBAD, CA

UNITED CAPITAL FINANCIAL ADVISERS

Jan 2006 – Nov 2009

NEWPORT BEACH, CA

UNITED CAPITAL INVESTMENT ADVISERS, INC

Jan 2006 – Mar 2006

NEWPORT BEACH, CA

GIRARD SECURITIES, INC.

Jan 2006 – Nov 2009

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 62

Series 63

Series 66

Series 99TO

Registration record

First registered · January 17, 2006

Years registered · 20

Professional designation · ChFC

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

Speak with Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Todd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Todd James Pack offer?

Todd James Pack specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are Todd James Pack's credentials?

Todd James Pack holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd James Pack located?

Todd James Pack 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 Todd James Pack charge for services?

Todd James Pack'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →