Jon Rothenberg
Jon Rothenberg is a registered investment advisor at Greenway Financial, LLC, based in Farmington Hills, MI, with 27 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 244 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
31731 Northwestern Highway, Suite 156W, Farmington Hills, MI, 48334
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Regulatory History
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 ActivitiesSells Insurance
Jon is a managing member at JD Rothenberg & Assoc., spending about half his time on CPA-tax preparation, accounting, and business consulting services. He is also an independent insurance agent selling various insurance products, dedicating minimal time to this activity, and holds managing member/owner positions in several other companies.
Employment History
Current Registrations
Greenway Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
Sii Investments, INC.Broker
State Registrations1 state
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.