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JR

Jonathan L. Rogol

KOVACK SECURITIES
BOCA RATON, FL
Some features on this profile are disabled
CRD#: 1670332
JR

Professional summary


Jonathan Lee Rogol is a registered financial professional currently at KOVACK SECURITIES INC. located in Boca Raton, Florida.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1987. Jonathan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jonathan Lee Rogol's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 1, 2006 - Present

KOVACK SECURITIES INC.

BD
CRD#: 44848
BOCA RATON, FL
Past

January 16, 2003 - February 28, 2006

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
DELRAY BEACH, FL
Past

October 27, 1999 - November 19, 2002

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

February 19, 1998 - November 18, 1999

DP ASSET MANAGEMENT, INC.

BD
CRD#: 42737
ORLANDO, FL
Past

March 1, 1996 - February 19, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

November 27, 1995 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

December 19, 1991 - September 8, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 19, 1991 - September 8, 1995

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 31, 1987 - July 12, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 31, 1987 - July 12, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/31/2008)
RR
Connecticut
(10/9/2020)
RR
Florida
(3/2/2006)
RR
Georgia
(6/20/2007)
RR
Maryland
(4/12/2011)
RR
Massachusetts
(3/15/2013)
RR
New Hampshire
(5/15/2020)
RR
New Jersey
(5/20/2019)
RR
New York
(3/9/2006)
RR
North Carolina
(4/3/2006)
RR
Pennsylvania
(10/31/2018)
RR
Texas
(1/11/2023)
RR
Virginia
(7/28/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


KS
KOVACK SECURITIES INC.
KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS

CRD#: 44848 / SEC#: , 8-50847

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Mailing Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Phone number
(954) 782-4771
Established
Florida since 04/22/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KOVACK FINANCIAL, LLC.OWNER
KOVACK, BRIAN JOHNCEO2809477
SHICK, ISABELLE ALLISONFINOP5364794
WOLFE, MELINDA SUECHIEF COMPLIANCE OFFICER/EVP1627593

Disclosures


Regulatory Event5
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KOVACK SECURITIES INC.

CRD#: 44848Boca Raton, FL

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