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Inactive

Jonathan J. Robertson

Abacus Planning Group, Inc.

Columbia, SC

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Current Employers
Abacus Planning Group, Inc.

2500 Devine Street, Columbia, SC 29205-2400 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-28
SC RA APPROVED 2009-05-20
  • TX RA
    APPROVED
    Since 2024-10-28
  • SC RA
    APPROVED
    Since 2009-05-20

Branch Locations

2500 Devine Street, Columbia, SC 29205-2400 • 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
Abacus Planning Group, Inc. Columbia SC 09/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-18
  • S65 Uniform Investment Adviser Law Examination
    2009-05-18
Designations

View on SEC IAPD

Other Firms

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APOLLON WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
EDWARD JONES
CAPITAL CONSULTING GROUP, INC
BEERS KIGHT FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES
DAVID SAMUEL PALKOVITZ
CHARLES BAYS FLOWERS
SUSAN AMICK MCCANTS
XIMENA ALEXANDRA CHASTAIN
CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbia, SC

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