Jonathan Russel Trbovich

Current Employers

Employment History

• 02/2004 → 11/2019
  Cls Investments Llc
  Omaha, NE
• 02/2004 → 11/2019
  Northern Lights Distributors Llc
  Omaha, NE
• 01/2020 → 05/2020
  Securities America Inc
  Greer, SC
• 01/2020 → 05/2020
  Securities America Advisors
  Greer, SC
• 05/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Spartanburg, SC
• 05/2020 → Present
  (Dba) Kyle Atkins Financial Group Inc
  Spartanburg, SC
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Spartanburg, SC
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2022 → Present
  Jrt Investments, Llc
  Greer, SC
• 03/2026 → Present
  Atkins & Trbovich, Llc
  Spartanburg, SC

Previous Registrations

• 2020-05-15 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Spartanburg, SC
  Birmingham, AL
• 2020-01-07 → 2020-05-15
  Securities America Advisors, Inc.
  Greer, SC
• 2015-01-08 → 2019-11-01
  Orion Portfolio Solutions, Llc
  Greer, SC
  Omaha, NE
• 2004-02-26 → 2014-12-31
  Orion Portfolio Solutions, Llc
  Greer, SC
  Parker, CO
  Greenville, SC
• 2002-06-28 → 2004-02-25
  Schield Management Company
  Littleton, CO

Other Businesses

1. (dba) KYLE ATKINS FINANCIAL GROUP; Investment Related; 359 South Pine Street, Spartanburg, SC 29302; Financial Planning; Advisor; Start Date: 05/2020; In addition to securities investments, I also provide financial planning and insurance product sales and service. 2. PORT VALDEZ COMPANY INC; Investment Related; 13598 Via Varra Road, Broomfield, CO 80020; Other; Co-Board Member; Start Date 01/2009; I hour per month with that 1 hour per month occurring during trading hours; I serve as one of the board members on the family real estate business. Our family owned homestead in Alaska has been being sold in pieces for many years. I invest the monies; CLS manages the portfolio. 3. POA; Non-Investment Related; Residence; Other; Power of Attorney (POA); Start Date 01/2020; No hours per month; I hold power of attorney on my wife for financial planning. 4. NAME OF OTHER BUSINESS: JRT INVESTMENTS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: THIS LLC IS USED FOR TAX PURPOSES ON MY SECURITIES BUSINESS START DATE: 12//7/2020 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES,ADVISORY,TAX. 5. NAME OF OTHER BUSINESS: ATKINS & TRBOVICH, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/2025;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-07
• S63 Uniform Securities Agent State Law Examination
  1998-07-21

Other Names

• Jon Trbovich
• Jonathan Russel Trbovich
• Jonathan Trbovich