Jonathan Crocker
Professional Summary
Jonathan Crocker is a registered financial advisor currently at AGF INVESTMENTS located in Boston, Massachusetts and FORESIDE FUND SERVICES, LLC located in Portland, Maine. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AGF INVESTMENTS | QUANTSHARE ADVISOR | FFCM LLC | AGFIQ; AGFIQ ASSET MANAGEMENT | AGFIQ | AGF INVESTMENTS LLC
Contact Information
Main Address
99 High Street Suite 2802, Boston, MA 02110Phone Number
(617) 292-9804# of Employees
33SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$4,921,927,233Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AGF INVESTMENTS | QUANTSHARE ADVISOR | FFCM LLC | AGFIQ; AGFIQ ASSET MANAGEMENT | AGFIQ | AGF INVESTMENTS LLC
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Crocker's CRS (Customer Relationship Summary).
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