Jon David Rothenberg
Investment adviser representative at Greenway Financial, LLC
30 yearsExperience
1 stateRegistered in
$151.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Greenway Financial, LLCAug 2017 to now
- Jd Rothenberg & AssociatesJun 2017 to now
- LPL FinancialNov 2011 to Aug 2017
- Silberberg & Rothenberg PlcDec 1996 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Greenway Financial, LLC
$151.4MAssets managed
244Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3157313
- Firm CRD
- 288864