Jonathan Rotz is a CFP-designated registered investment advisor, based in Frisco, TX, with 24 years of industry experience.
Location
6136 Frisco Square Blvd. Suite 400 #438, Frisco, TX, 75034
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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
Jonathan owns Envision Financial Planning, his financial planning business, dedicating full-time hours to working with clients and prospects. He also owns AAD & Associates DBA Alta Clean & Allied Elements, a janitorial and flood restoration business, spending minimal time on it. Jonathan Rotz, LLC is insurance licensed and used for internal purposes only for health, life and other insurance sales, dedicating a few hours per week.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations10 states
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