Jonathon Rose

Director of Operations and Compliance

Jonathon Rose

Director of Operations and Compliance
jrose@cpcadvisors.com

Jonathon Rose joined CPC Advisors in 2021, bringing over ten years of valuable experience in the financial services industry with him.  His responsibilities at CPC center around compliance, infrastructure, and human resources. – while his main focus is on providing outstanding service, operational knowledge, and support to our clients.

Before joining CPC, Jonathon worked for the Aldridge Private Wealth Management Group, where he concentrated on portfolio management, operations, escalations, and business management. Prior to that, he served for over three years as the Market Operations Manager for Wells Fargo Advisors in the Atlanta area.

Jonathon holds two securities registrations as well as two securities supervisory registrations. His dedication, experience, and proven skills make him a fine addition to the CPC team.

Jonathon holds a B.S. from Murray State University. He and his family moved to Atlanta in 2015 from St. Louis, MO. Jonathon worked at the Home Office for Wells Fargo Advisors in St. Louis which is where his passion for brokerage operations developed. He and his wife have one son and enjoy spending any extra time volunteering in various events at their son’s school. They all share a love for traveling, golf, and cuisine.

jrose@cpcadvisors.com

Jonathon Rose joined CPC Advisors in 2021, bringing over ten years of valuable experience in the financial services industry with him.  His responsibilities at CPC center around compliance, infrastructure, and human resources. – while his main focus is on providing outstanding service, operational knowledge, and support to our clients.

Before joining CPC, Jonathon worked for the Aldridge Private Wealth Management Group, where he concentrated on portfolio management, operations, escalations, and business management. Prior to that, he served for over three years as the Market Operations Manager for Wells Fargo Advisors in the Atlanta area.

Jonathon holds two securities registrations as well as two securities supervisory registrations. His dedication, experience, and proven skills make him a fine addition to the CPC team.

Jonathon holds a B.S. from Murray State University. He and his family moved to Atlanta in 2015 from St. Louis, MO. Jonathon worked at the Home Office for Wells Fargo Advisors in St. Louis which is where his passion for brokerage operations developed. He and his wife have one son and enjoy spending any extra time volunteering in various events at their son’s school. They all share a love for traveling, golf, and cuisine.

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