Investment adviser representative · Asendo Wealth Advisory
Jonathan J. Roby
CRD 6645631 · Columbus, OH
At a glance
Jonathan J. Roby is an investment adviser representative with Asendo Wealth Advisory in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2020, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Asendo Wealth AdvisorySince November 2020Columbus, OH · $867M in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Asendo Wealth Advisory
- Alvin K. AsiamahColumbus
- Blake H. FarmerColumbus
- Ryan A. LearyColumbus · Certified Financial Planner
- John B. LovedayColumbus · Certified Financial Planner
- Meghan M. MaderColumbus · Certified Financial Planner
- Christopher D. SchumacherColumbus · Certified Financial Planner
- Isao L. ShojiColumbus · Certified Financial Planner
- Angel R. BrownSan Diego · Certified Financial Planner
Every advisor at Asendo Wealth Advisory →Asendo Wealth Advisory: assets, clients and custodians →Financial advisors in Columbus, OH →Every Asendo Wealth Advisory advisor in Columbus →Advisor Moves: who changed firms this week →