Morgan Stanley
47yrs
Top advisor by experience in New York
40yrs
Jonathan Roberts
Financial advisor at Klingenstein Fields Advisors
Jonathan Roberts is a fiduciary financial advisor in New York, New York, with 40 years in the industry. Jonathan joined Klingenstein Fields Advisors in 2005, a firm offering financial planning, investment management, and private fund management. Jonathan’s designations include CFA and CIC.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top advisor by experience at Klingenstein Fields Advisors
Office125 Park Avenue Suite 320, New York, NY 10017
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.21 million
Advisors at the firm5
States licensed ?2 states
Services through Klingenstein Fields Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACIC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowKlingenstein Fields AdvisorsCurrent firm
Contact Jonathan
(212) 492-7000Klingenstein Fields Advisors main office 125 Park Avenue Suite 320New York, NY 10017Office · Get directions Firm websiteHTTP://WWW.KLINGENSTEIN.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Klingenstein Fields Advisors at (212) 492-7000 and ask for Jonathan Roberts. Jonathan works from the New York, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1986, about 40 years. Top advisor by experience at Klingenstein Fields Advisors.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Klingenstein Fields Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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