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Jonathan Rost

27 Years of Experience
Jefferson City, MO
Broker

Jonathan Rost is a registered investment advisor at Wells Fargo Advisors, based in Jefferson City, MO, with 27 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.

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Location

3325 Emerald Lane, Suite A, Jefferson City, MO, 65109

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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.

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Other Business Activities

Jonathan has several business activities, including 100% ownership of Rost & Rein Hard, LLC, 25% ownership in Finteris Wealth Management LLC, rental properties, Emerald Lane LLC, and 20% ownership in Finteris Holding Company LLC. He also serves on the investment committee for the Diocese of Jefferson City and has power of attorney for his mother-in-law.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Wells Fargo Advisors
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2010 - October 2020 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2010 - October 2020 · 10 yrs 3 mos
Invest Financial Corporation
May 2007 - July 2010 · 3 yrs 2 mos
Invest Financial CorporationBroker
April 2007 - July 2010 · 3 yrs 3 mos
Pfic Advisors, INC.
February 2007 - May 2007 · 3 mos
Pfic Securities CorporationBroker
May 2006 - April 2007 · 11 mos
A. G. Edwards & Sons, INC.Broker
April 1998 - May 2006 · 8 yrs 1 mo
State Registrations19 states
ALARAZCACOFLGAIAKSMAMNMOMTNHNYOKORTNTX
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.