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Jonathan Frederick Finn

Vantage Consulting Group Inc

Virginia Beach, VA

CRD 4526986

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Employer firm

Vantage Consulting Group Inc CRD 105240

$246M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • VCGI MAY ALSO PROVIDE ADVICE TO ENDOWMENTS, LTD PARTNERSHIPS, ADVICE/TRADING/ACCTG TO POOLED INVESTMENTS/AND SIGNAL STRATEGY

From the firm’s Form ADV. Read the guides:

Current Employers
Vantage Consulting Group Inc

3500 Pacific Ave, Virginia Beach, VA 23451 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2000-01-21
  • VA RA
    APPROVED
    Since 2000-01-21

Branch Locations

3500 Pacific Avenue, Virginia Beach, VA 23451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vantage Consulting Group Virginia Beach VA 06/1995 Present
  • 06/1995 → Present
    Vantage Consulting Group
    Virginia Beach, VA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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