Jonathan Binns

Employer firm

Rose Capital Advisors, LLC CRD 173054

$608M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• FINANCIAL CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 09/2019
  Unemployed
  Clifton, NJ
• 11/2019 → Present
  Saxony Securities, Inc.
  St. Louis, MO
• 08/2018 → 05/2019
  University Of Miami
  Coral Gables, FL
• 06/2018 → 09/2018
  Rose Capital Advisors
  Miami Beach, FL
• 08/2017 → 06/2018
  University Of Miami
  Coral Gables, FL
• 03/2017 → 08/2017
  Fondo Atlas
  Coral Gables, FL
• 08/2016 → 05/2017
  University Of Miami
  Miami, FL
• 05/2020 → 01/2023
  Rose Capital Advisors, Llc
  Miami Beach, FL
• 09/2019 → 01/2023
  Rose Capital Advisors, Llc
  Miami Beach, FL
• 01/2023 → Present
  Rose Capital Advisors, Llc
  Miami Beach, FL

Other Businesses

1) Rose Capital Advisors, LLC (OBA); Investment-Related; 119 Washington Avenue Suite 400, Miami Beach, FL 33139; Investment Advisory Business; Began 9/1/2019; 180 Hours/MO; Investment Associate; 6/2020 IAR 2)Rose Capital Advisors; DBA for Investment-Related Business. 3) Saxony Securities, Inc.; St. Louis, MO; 11/2019; Investment Related; Registered Rep 4) Rose Capital Growth Partners, non-investment related, 119 Washington Ave, Suite 400, Miami Beach, FL 33153, Holding Company, Partner, 12/31/2025, Holding Company for ownership investment into Rose Capital Advisors, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-23

Other Names

• Jonathan James Binns