JC
CFP
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
407 Fourth St. NW, New Philadelphia, OH, 44663
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an agent selling fixed life, annuity, disability, long-term care, and health insurance, dedicating full-time hours to this. He also owns a horse breeding business, taking nearly full-time hours.
Employment History
Current Registrations
Independence Capital Co., INC.
February 2021 - Present · 4 yrs 11 mos
Independence Capital Co., INC.
February 2021 - Present · 4 yrs 11 mos
Independence Capital Co., INC. Broker
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
On Investment Management CO
August 2017 - February 2021 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
February 2006 - February 2021 · 15 yrs
The O.N. Equity Sales CompanyBroker
May 2003 - December 2005 · 2 yrs 7 mos
State Registrations3 states
INOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.