JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
Fee Structure
This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
5579 Pearl Road, Suite 100, Parma, OH, 44129
Get directionsRegulatory History (1)
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Customer Dispute
February 2025Settled
Other Business ActivitiesSells Insurance
Jon is an insurance agent selling fixed life, health, annuity, disability, long-term care, and health insurance since 2002. This takes about 10-20% of his time, and he receives commission-based compensation. He also flips real estate houses for commission.
Employment History
Current Registrations
Independence Capital Co., INC.
November 2013 - Present · 12 yrs 2 mos
Independence Capital Co., INC. Broker
October 2004 - Present · 21 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
August 2002 - January 2003 · 5 mos
State Registrations3 states
IDNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.