Jonathan Binns
Investment adviser representative at Rose Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$608.3MFirm assets
12 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Saxony Securities, Inc.Nov 2019 to now
- Rose Capital Advisors, LLCSep 2019 to now
- UnemployedMay 2019 to Sep 2019
- University of MiamiAug 2018 to May 2019
- Rose Capital AdvisorsJun 2018 to Sep 2018
- University of MiamiAug 2017 to Jun 2018
- Fondo AtlasMar 2017 to Aug 2017
- University of MiamiAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Rose Capital Advisors, LLC
$608.3MAssets managed
375Clients
11Advisers
12 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
- 6959725
- Firm CRD
- 173054