Independent Financial Partners
46yrs
Top advisor by experience at Independent Financial Partners
13yrs
Jonathan Roth
Financial advisor at Primerica Advisors
Jonathan Roth is a fiduciary financial advisor in Edmond, Oklahoma, with 13 years in the industry. Jonathan joined Primerica Advisors in 2014, a firm offering investment management. The firm is paid through a percentage of assets.
One of 244 advisors with offices in Edmond, and one of 230 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
OfficeEdmond, OK
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?2 states
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowPFS Investments Inc.Current firm
Contact Jonathan
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Jonathan. Edmond, OKOffice · Get directions X (Twitter) pagePrimerica AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Primerica Advisors at (833) 786-0550 and ask for Jonathan Roth. Jonathan works from the Edmond, OK office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2014, about 13 years. 13 years in the industry.
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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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.
Other advisors nearby
Transcendent Capital Group
43yrs
Top advisor by experience at Transcendent Capital Group
LPL Enterprise
42yrs
Top 1% by experience in Edmond
Osaic Wealth
42yrs
Top 2% by experience in Edmond
LPL Financial
42yrs
Top 2% by experience in Edmond
Wells Fargo Advisors
42yrs
Top 2% by experience in Edmond