# Jonathan Roberts

> Jonathan Roberts is a fee-only financial advisor at Klingenstein Fields Advisors in New York, New York, who holds the CFA and CIC credentials. Jonathan focuses on family wealth transfer. Klingenstein Fields Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-roberts/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Klingenstein Fields Advisors
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $4.70B across 1,309 accounts
- **Credentials:** CFA, CIC
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 1509870 (https://adviserinfo.sec.gov/individual/summary/1509870)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1986), Series 65 (1991)
- **Firm size:** 39 employees
- **Disclosures:** None reported
- **Website:** http://www.klingenstein.com

## Frequently asked questions

### Is Jonathan Roberts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Klingenstein Fields Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Klingenstein Fields Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jonathan Roberts based?

Jonathan Roberts is based in New York, New York.

### What does Jonathan specialize in?

Jonathan's specialties include family wealth transfer. Jonathan works with ultra high net worth.

### What credentials does Jonathan Roberts hold?

Jonathan Roberts holds the CFA and CIC credentials.

### Is Jonathan Roberts registered with the SEC?

Yes. Jonathan Roberts is registered as an investment adviser representative in NY and TX (CRD 1509870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Klingenstein Fields Advisors manage?

Klingenstein Fields Advisors reports $4.70B across 1,309 accounts in assets under management.

### How do I contact Jonathan Roberts?

Through Jonathan's website, www.klingenstein.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1509870): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.klingenstein.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.