JB
JB

Jonathan Paul Brobst

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,020 clients
Average Client Portfolio
$499K average
Assets Under Management
$508.6M

Fee Structure

Minimum Investment:$250K
Loading...

Location

1155 Kelly Johnson Blvd, Unit 204, Colorado Springs, CO, 80920

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 is the owner/operator of Yellow Brick Property Soluntions, a real estate house flipping business formed in 2014. This activity, which is not investment-related, takes about 10-20% of Jonathan's time.

Employment History
Current Registrations
Carlson Financial
October 2024 - Present · 1 yr 4 mos
State Registrations2 states
COKS
Advisor
Exams
No exam information available for this advisor.