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Jonathan Jacob Hirtle

Hirtle, Callaghan & CO., LLC

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About Jonathan Jacob Hirtle

Jonathan Jacob Hirtle is an Investment Advisor Representative with Hirtle, Callaghan & CO., LLC. Jonathan has been in the industry for 36 years. Jonathan has licenses to offer securities in Illinois and Pennsylvania. Jonathan is a Series 3, 2, 15, 7, and 5 licensee. Jonathan's specialties include Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Jonathan Hirtle is currently registered with Hirtle, Callaghan & CO., LLC. Hirtle, Callaghan & CO., LLC is an investment advisor based in WEST CONSHOHOCKEN, PA with approximately $19.23 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors. Their client base includes high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and insurance companies. The firm has been in business since 1988.
Hirtle, Callaghan & CO., LLC

300 BARR HARBOR DRIVE

WEST CONSHOHOCKEN, PA 19428-2998

$19.23B

Assets Under Management

Not reported

Total Clients

43

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Hirtle’s Registration & Firm History

PA

03/12/1991 - Present

Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)

NA

06/01/1989 - 12/31/1994

SEI FINANCIAL SERVICES COMPANY

NA

11/24/1982 - 07/14/1988

GOLDMAN, SACHS & CO.

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Licenses & Designations

IA

Issued 12/06/1989

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2013

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1995

Series 2 - Non-Member General Securities Examination

BC

Issued 05/08/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

BC

Issued 10/05/1982

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Jacob Hirtle.
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