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Jonathan Bruce Hurwitz

Spirit OF America Management Corp.

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About Jonathan Bruce Hurwitz

Jonathan Hurwitz is a financial advisor currently registered with Spirit of America Management Corp. He is licensed to provide investment advisory services in Connecticut and has been in the securities industry since April 1995. Jonathan previously worked for NYLIFE SECURITIES INC. in New York. Jonathan also has a Series 7, 63, 65, 24, and 53 license. He is a financial advisor at Spirit Of America Management Corp. providing services to individuals and investment companies.

Firm Information

Jonathan Hurwitz is currently registered with Spirit OF America Management Corp.. Spirit OF America Management Corp. is a registered investment adviser located in SYOSSET, NY with 34 registered representatives. They manage approximately $584,755,932 in client assets. The firm provides portfolio management for individuals and investment companies. They offer a wrap fee program and have 43 client accounts, primarily for individuals and investment companies.
Spirit OF America Management Corp.

477 JERICHO TURNPIKE

SYOSSET, NY 11791-9006

$584.76M

Assets Under Management

Not reported

Total Clients

18

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Jonathan Hurwitz’s Registration & Firm History

CT

03/15/2018 - Present

Spirit OF America Management Corp. (E Westport CT)

NY

04/05/1995 - 03/02/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/03/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Bruce Hurwitz. Review regulatory record here.
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