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Jonathan Aaron Grutman

Lebenthal Global Advisors, LLC

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About Jonathan Aaron Grutman

Jonathan Grutman is a financial advisor with over 10 years of experience. Jonathan is currently registered with Lebenthal Global Advisors, LLC. Jonathan has a broad range of experience in the financial services industry and is able to provide advice on a variety of financial planning needs, including investment management, retirement planning, and insurance. Jonathan is licensed in 12 states and is committed to providing personalized financial advice to help his clients achieve their financial goals.

Firm Information

Jonathan Grutman is currently registered with Lebenthal Global Advisors, LLC. Lebenthal Global Advisors, LLC is an investment advisor headquartered in Hauppauge, NY. The firm provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. The firm manages approximately $713.49 million in regulatory assets under management.
Lebenthal Global Advisors, LLC

200 PARKWAY DRIVE SOUTH

HAUPPAUGE, NY 11788

$713.49M

Assets Under Management

60

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Grutman’s Registration & Firm History

NY

10/28/2021 - Present

Lebenthal Global Advisors, LLC (NEW YORK NY)

FL

12/02/2009 - 11/15/2010

PFS INVESTMENTS INC. (FT LAUDERDALE FL)

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Licenses & Designations

IA

Issued 10/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Aaron Grutman.
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