Jonathan Dolin is a registered investment advisor, based in Tampa, FL, with 10 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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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 works as an Investment Advisor Representative (IAR) for Atlas Advisors, LLC, focusing on sales and marketing of securities and investment advisory services, dedicating full-time hours. He also works as an insurance broker for Atlas Advisors, LLC - Insurance Brokerage, spending about a quarter of his time. Jonathan owns Jonathan Dolin, LLC for payroll tax savings, requiring minimal time.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations5 states
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.