Jonathan Roby has been an investment adviser representative at TSG Advice Partners since November 2020, and is not listed among the firm’s executive officers or direct owners.
TSG Advice Partners, LLC is a Columbus, OH firm with $867M under management, 1,157 clients and 12 advisers in one office, as of its October 2026 filing.
- Asendo Wealth AdvisoryCurrent– present · 5 yearsColumbus, OH · Adviser representative · Firm CRD 305999
Investment adviser representative registrations
Jonathan Roby is registered as an investment adviser representative in Ohio, since November 2020.
- OhioSince 12 November 2020
Examinations
No examinations are on Jonathan Roby’s record.
- Full name
- Jonathan J Roby
- CRD
- 6645631
- Firm
- TSG Advice Partners · CRD 305999
- Office
- 254 S. GRUBB STREET, Columbus, OH 43215
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Roby work?
Jonathan Roby is an investment adviser representative registered through TSG Advice Partners, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Roby a financial advisor?
Yes. Jonathan Roby has a current investment-adviser registration in Ohio, through TSG Advice Partners since November 2020.
How many years of experience does Jonathan Roby have?
Jonathan Roby has 5 years in the financial industry, since November 2020, across 1 adviser firm.
Where is Jonathan Roby based?
Jonathan Roby’s registered office is in Columbus, OH.
Is Jonathan Roby registered with FINRA?
No. Jonathan Roby has no current broker registration.
How can I verify Jonathan Roby’s record?
Search CRD 6645631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Roby’s full registration record.
