Unclaimed Profile

Jonathan Guy Rigano

JB INVESTMENT MANAGEMENT, LLC·BROOKFIELD, Wisconsin

Series 65Clean record26 years registeredJB INVESTMENT MANAGEMENT, LLC

13890 BISHOPS DRIVE, BROOKFIELD, WI 53005CRD# 4587524Firm CRD# 146995

Profile Verification

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

Identity

Jonathan Guy Rigano · BROOKFIELD, WI

Registration

CRD #4587524 · JB INVESTMENT MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Oct 2018 – present

JB INVESTMENT MANAGEMENT, LLC

May 2008 – Nov 2018

BROOKFIELD, WI

PENNANT MANAGEMENT INC

Mar 2005 – Jun 2008

MILWAUKEE, WI

PENNANT MANAGEMENT INC

Sep 1999 – Dec 2004

WAUWATOSA, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 22, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JB INVESTMENT MANAGEMENT, LLC

CRD 146995 · SEC 801-69085

AUM

$613M

Regulatory assets under management

Employees

122 client accounts

Services offered by JB INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JB INVESTMENT MANAGEMENT, LLC →

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 →

Looking for a financial advisor in BROOKFIELD?

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

Browse BROOKFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathan Guy Rigano offer?

Jonathan Guy Rigano specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Jonathan Guy Rigano's credentials?

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

Where is Jonathan Guy Rigano located?

Jonathan Guy Rigano is based in BROOKFIELD, Wisconsin, working with JB INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does Jonathan Guy Rigano charge for services?

Jonathan Guy Rigano's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JB INVESTMENT MANAGEMENT, LLC?

JB INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $613M 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 →