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Limited Partner · Klingenstein Fields Advisors

Jonathan Roberts

CRD 1509870 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Klingenstein Fields Advisors, an SEC-registered wealth manager based in New York, NY with $4.7 billion in regulatory assets, lists Jonathan Roberts on its Form ADV as Limited Partner, a control person. The SEC filings also name Jonathan at 1 other registered adviser.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Kenneth H. FieldsLimited Partner, Executive Chairman, Klingenstein Fields Advisors
  • Susan H. CurryLimited Partner and Chief Operating Officer, Klingenstein Fields Advisors
  • Kenneth D. PollingerLimited Partner, Chairman, Co-Chief Executive Officer, Klingenstein Fields Advisors
  • James W. FieldsLimited Partner, Co-Chief Executive Officer, President, Klingenstein Fields Advisors
  • Maria ChambersChief Compliance Officer, Klingenstein Fields Advisors

2 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.