Jonathan Binns
Professional Summary
Jonathan Binns, who also goes by Jonathan James Binns, is a registered financial advisor currently at ROSE CAPITAL ADVISORS, LLC located in Miami Beach, Florida and SAXONY SECURITIES, INC. located in Miami Beach, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan James Binns
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
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SUMMIT FINANCIAL, LLC
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
ROSE CAPITAL ADVISORS, LLC | WEALTH CAPITAL PARTNERS | TANDRAGEE GLOBAL ADVISORS | SULZBERGER CAPITAL ADVISORS
Contact Information
Main Address
119 Washington Avenue Suite 400, Miami Beach, FL 33139Phone Number
(305) 534-7673# of Employees
14SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
917AUM (Assets Under Management)
$608,316,066Similar 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
ROSE CAPITAL ADVISORS, LLC | WEALTH CAPITAL PARTNERS | TANDRAGEE GLOBAL ADVISORS | SULZBERGER CAPITAL ADVISORS
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
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 Binns's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC
