Unclaimed Profile

Jonathan Paul Weitz

JOHCM (USA) INC·BOSTON, Massachusetts

Clean recordJOHCM (USA) INC

ONE CONGRESS STREET, BOSTON, MA 02114CRD# 4728729Firm CRD# 167596

Profile Verification

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

Identity

Jonathan Paul Weitz · BOSTON, MA

Registration

CRD #4728729 · JOHCM (USA) INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Paul Weitz is a registered financial advisor based in BOSTON, Massachusetts, affiliated with JOHCM (USA) INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JOHCM (USA) INC

AUM

$10.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOHCM (USA) INC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4728729

Firm CRD# 167596

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Paul Weitz offer?

Jonathan Paul Weitz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jonathan Paul Weitz's credentials?

Jonathan Paul Weitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Paul Weitz located?

Jonathan Paul Weitz is based in BOSTON, Massachusetts, working with JOHCM (USA) INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jonathan Paul Weitz charge for services?

Jonathan Paul Weitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHCM (USA) INC?

JOHCM (USA) INC has approximately 57 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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