Jonathan Crocker is a registered investment advisor at Agf Investments, based in Boston, MA, with 9 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 22 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGF Investments LLC provides investment management services to institutional investors. AGF generally charges an investment management fee or advisory fee to clients based on the fair market value of assets under management or assets under advisement. Fees are negotiable and may vary significantly from client to client and mandate to mandate.
Location
99 High Street, Suite 2802, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works in institutional sales for AGF Investments LLC since 2020. This activity takes up nearly all of Jonathan's time.
Employment History
Current Registrations
Agf Investments
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Goldman, Sachs & CO.Broker
State Registrations53 states
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