Shareholder/co-President · Abacus Planning Group, Inc.
Jonathan J. Robertson
CRD 5654616 · Named on Form ADV at one SEC-registered adviser
At a glance
Abacus Planning Group, Inc., an SEC-registered wealth manager based in Columbia, SC with $2.2 billion in regulatory assets, lists Jonathan J. Robertson on its Form ADV as Shareholder/co-President.
Firms and roles
- Abacus Planning Group, Inc.Shareholder/co-PresidentWealth manager · Columbia, SC · $2.2B in regulatory assets
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 the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Cheryl R. HollandTreasurer, Abacus Planning Group, Inc.
- Ximena A. ChastainSecretary, Abacus Planning Group, Inc.
- Charles B. FlowersChief Investment Officer/co-President, Abacus Planning Group, Inc.
- Mary L. GreenShareholder, Abacus Planning Group, Inc.
- Stephen J. ScottShareholder, Abacus Planning Group, Inc.
1 more person named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething 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.