Jonathan Brobst has been an investment adviser representative at Carlson & Company Financial Services since October 2024, and is not listed among the firm’s executive officers or direct owners.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Investment adviser representative registrations
Jonathan Brobst is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- ColoradoSince 1 October 2024
- KansasSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Paul Brobst
- CRD
- 4126199
- Firm
- Carlson & Company Financial Services · CRD 295907
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Brobst work?
Jonathan Brobst is an investment adviser representative registered through Carlson & Company Financial Services, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Brobst a financial advisor?
Yes. Jonathan Brobst has a current investment-adviser registration in Colorado and Kansas, through Carlson & Company Financial Services since October 2024.
How many years of experience does Jonathan Brobst have?
Jonathan Brobst has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Jonathan Brobst passed?
Jonathan Brobst passed the Series 65 in October 2024.
Is Jonathan Brobst registered with FINRA?
No. Jonathan Brobst has no current broker registration.
How can I verify Jonathan Brobst’s record?
Search CRD 4126199 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Brobst’s full registration record.