TrueAdvisor
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JR
JR

John Russell Roberson

1919 Investment Counsel, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
1919 Investment Counsel, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,137 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$24.0B

Fee Structure

Minimum Investment:$2M

Location

49 Stevenson Street, Suite 1075, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
1919 Investment Counsel, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Rand & Associates
December 2011 - October 2018 · 6 yrs 10 mos
San Francisco Sentry Investment Group
April 2011 - August 2012 · 1 yr 4 mos
Howe Barnes Capital Management, INC.
April 2010 - March 2011 · 11 mos
Fidelity Personal Trust Company, Fsb
June 2005 - March 2007 · 1 yr 9 mos
Strategic Advisers, INC.
May 2005 - May 2009 · 4 yrs
State Registrations13 states
AZCACOHILAMANCNVORTXUTVAWA
Advisor
Exams
No exam information available for this advisor.