Jonathan M. Atkins
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Michael Atkins was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1972. Jonathan had worked at 8 firms and has passed the Series 65, Series 63, Series 1, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 4, 2011 - July 21, 2020
TRUST INVESTMENT ADVISORS
October 3, 2002 - November 11, 2003
COBURN GROUP, LLC
June 29, 1989 - December 6, 2000
INDIANA MERCHANT BANKING AND BROKERAGE CO., INC.
March 9, 1988 - June 22, 1989
GOELZER INVESTMENT MANAGEMENT
June 3, 1986 - March 1, 1988
RAFFENSPERGER, HUGHES & CO., INC.
January 30, 1979 - May 28, 1986
A. G. EDWARDS & SONS, INC.
August 1, 1975 - January 26, 1979
REINHOLDT & GARDNER INCORPORATED
August 3, 1972 - August 24, 1975
CITY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 8/1/1972
Registered Representative ExaminationCurrent Firm
TRUST INVESTMENT ADVISORS
CRD#: 105330 / SEC#: 801-30680
Contact information
Red Flags
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