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JB

Jonathan Beach

12 Years of Experience
The Woodlands, TX

Jonathan Beach is a registered investment advisor at Rockland Capital, LP, based in The Woodlands, TX, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
10 clients
Average Client Portfolio
$268.0M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Rockland Capital does not directly manage investments for individual investors. They provide investment advisory services to pooled investment vehicles.

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Location

24 Waterway Ave, Ste 400, The Woodlands, TX, 77380

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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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Employment History
Current Registrations
Rockland Capital, LP
December 2013 - Present · 12 yrs 5 mos
State Registrations1 state
TX
Advisor

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.
Jonathan Beach - Financial Advisor | TrueAdvisor