JR
JR

Jonathan Rochlin

19 Years of Experience
Chatham, NJ
Broker

Jonathan Rochlin is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

26 Main St, Ste 101, Chatham, NJ, 07928

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jonathan owns 100% of Rochlin Wealth Management Group LLC, an investment-related business. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
August 2013 - October 2024 · 11 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2013 - October 2024 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - July 2013 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - July 2013 · 6 yrs 11 mos
State Registrations13 states
CTDCDEFLGAMANCNHNJNYPARITN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.