JR
Jonathan Roberts
CRD 1509870
Chartered Financial Analyst
Chartered Investment Counselor
Firms
| Firm | Role | As of |
|---|---|---|
| Klingenstein, Fields & Co., L.P. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Klingenstein, Fields & Co., L.P.
Limited Partner · 5% – 10% · Jul 2024
-
Kf Group, Lp
Limited Partner · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗