Ryan Philip Jotkoff

Current Employers

Employment History

• 06/2000 → Present
  Jotkoff Financial Services
  West Melbourne, FL
• 10/2006 → 08/2024
  Triad Advisors, Inc.
  West Melbourne, FL
• 03/2013 → 06/2021
  Hanlon Investment Management, Inc.
  West Melbourne, FL
• 04/2022 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  West Melbourne, FL

Previous Registrations

• 2015-12-04 → 2022-10-26
  Jotkoff Financial Services, Inc.
  Atlanta, GA
  W Melbourne, FL
  W Melbourne, FL
  W Melbourne, FL

Other Businesses

1. JSC NORTH FLORIDA HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 1372 Sorento Cir West Melbourne FL 32904 DESCRIPTION: Leasing, maintenance requests, and rent collection 2) JOTKOFF & ASSOCIATES, PA POSITION: CPA NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2023 ADDRESS: 2100 meadowlane ave west melbourne FL 32904 DESCRIPTION: Prepare Client Tax Income Returns, Prepare Quarterly Payroll Tax forms for Clients, End of year W-2 and 1099 forms for clients to send to employees and vendors 3. PARR FAMILY INVESTMENTS, LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 2100 Meadowlane Ave, West Melbourne FL 32904, United States DESCRIPTION: member of LLC

Exams

• S66 Uniform Combined State Law Examination
  2015-03-22

Designations

Other Names

• Ryan Phillip Jotkoff