Jonathan Daniel Roth
Investment adviser representative at Pt Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$11.3BFirm assets
32 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
10 years in the industry.
- Pt Asset Management, LLCMar 2025 to now
- Alps Distributors Inc.Feb 2025 to now
- Performance Trust Asset Management, LLCJan 2025 to now
- Performance Trust Capital Partners, LLCJan 2025 to Jan 2025
- Lawndale Christian Health CenterJan 2020 to Jan 2025
- Cure SmaJul 2018 to Dec 2019
- Roth Music GroupMay 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pt Asset Management, LLC
$11.3BAssets managed
4Clients
10Advisers
32 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
- 8030346
- Firm CRD
- 107619