Jonathan David-Rockwell Amick
Investment Adviser Representative at Townsend
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan David-Rockwell Amick is an investment adviser representative with Townsend in Westminster, CO, where they have been registered since 2019. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Osaic Wealth, Inc. and Securities America, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
1 state or territory
Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jonny Moneyseed, LLCOct 2016 – Jul 2019Denver, CO
- Securities America, Inc.Sep 2019 – Jun 2024Westminster, CO
- Townsend & Associates, Inc.Jul 2019 – Oct 2019Westminster, CO
- Townsend & Associates, Inc.Oct 2019 – no end date reportedWestminster, CO
- Osaic Wealth, Inc.Jun 2024 – Jul 2025Westminster, CO
- Private Client ServicesJul 2025 – no end date reportedWestminster, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Townsend
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive retirement planning, retirement income strategy, investment management, tax-smart planning and coordination, comprehensive financial planning, estate and legacy planning, retirement coaching, education and workshops, insurance planning, employee benefits planning, cash flow analysis, and education planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Westminster, CO
- Founded:
- 1990
- SEC file number:
- 801-66559
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Townsend
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan David-Rockwell Amick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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