Filings through .
Jonathan Roberts Advisory Group
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served1Rank #0 of mapped providers
Assets under administration$58M0.0%Rank #0 by share of filed assets
Fees received$6,941Median $6,941/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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