AdvisorOS Directory
Claim Profile
Unclaimed Profile
JF

Jonathan Frederick Finn

VANTAGE CONSULTING GROUP INC·VIRGINIA BEACH, Virginia
Clean recordVANTAGE CONSULTING GROUP INC
3500 PACIFIC AVE, VIRGINIA BEACH, VA 23451CRD# 4526986Firm CRD# 105240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Frederick Finn · VIRGINIA BEACH, VA
Registration
CRD #4526986 · VANTAGE CONSULTING GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Frederick Finn is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with VANTAGE CONSULTING GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Jonathan

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

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

03

Firm Overview

Firm
VANTAGE CONSULTING GROUP INC
VANTAGE CONSULTING GROUP INC
AUM
$469M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at VANTAGE CONSULTING GROUP INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: AGREED UPON RATE FOR SPECIAL PROJECTS
Regulatory
SEC/IARD CRD# 4526986
Firm CRD# 105240
View on FINRA BrokerCheck →

Looking for a financial advisor in VIRGINIA BEACH?

Browse all registered financial advisors in VIRGINIA BEACH, Virginia or claim this profile if it's yours.

Browse VIRGINIA BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan Frederick Finn offer?
Jonathan Frederick Finn specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are Jonathan Frederick Finn's credentials?
Jonathan Frederick Finn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Frederick Finn located?
Jonathan Frederick Finn is based in VIRGINIA BEACH, Virginia, working with VANTAGE CONSULTING GROUP INC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does Jonathan Frederick Finn charge for services?
Jonathan Frederick Finn's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: agreed upon rate for special projects. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE CONSULTING GROUP INC?
VANTAGE CONSULTING GROUP INC has approximately 16 employees and manages $469M 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 →

Other Advisors at VANTAGE CONSULTING GROUP INC

Eloise Clyde Chandler
VIRGINIA BEACH, VA
Geoffrey Cole
VIRGINIA BEACH, VA
Mark Terrence Finn
VIRGINIA BEACH, VA
Ruth Bell Cole
VIRGINIA BEACH, VA

More Advisors in VIRGINIA BEACH, Virginia

Susanna Adams Dellinger
WAYPOINT ADVISORS, LLC·VIRGINIA BEACH, VA
Michael Allen Travis
FINANCIAL DESIGNS OF VIRGINIA, INC.·VIRGINIA BEACH, VA
Amy Christine Austin
FINANCIAL SECURITY ADVISORY INC·VIRGINIA BEACH, VA
Clinton Mitchell Day
HUNDREDFOLD ADVISORS, LLC·VIRGINIA BEACH, VA
Kevin W. Wilson
ENVEST MANAGEMENT III, LLC·VIRGINIA BEACH, VA
Scott Wayne Danner
MONACO CAPITAL MANAGEMENT, LLC·VIRGINIA BEACH, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)NORFOLK (74)FAIRFAX (61)GLEN ALLEN (60)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile