Jonathan Crocker
Investment adviser representative at Agf Investments
5 yearsExperience
1 stateRegistered in
$4.9BFirm assets
16 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
5 years in the industry.
- Foreside Fund Services, LLCFeb 2021 to now
- Agf Investments Inc.Oct 2020 to now
- HSBC Securities (USA) Inc.Sep 2017 to Oct 2020
- HSBC Global Asset ManagementAug 2017 to Oct 2020
- UnemployedOct 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Agf Investments
Legal name: Agf Investments LLC
$4.9BAssets managed
22Clients
3Advisers
16 yearsIn 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
- 5992370
- Firm CRD
- 153781