Jonathan Roberts
Klingenstein Fields Advisors · New York, New York
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.
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Specialties
Who they serve
- Ultra high net worth
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 | $4.70B across 1,309 accounts |
| Credentials | CFA · CIC |
| SEC registration | Investment adviser representative in NY, TX · CRD 1509870 |
| Exams passed | Series 63 (1986) · Series 65 (1991) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.klingenstein.com |
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Klingenstein Fields Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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