Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gassman is a Certified Financial Planner and Personal Financial Specialist. He is a Managing Shareholder at Gassman & Gassman CPA, PC, a tax and accounting firm. Jonathan is also an investment advisor representative at NewEdge Advisors, LLC. His firm manages approximately $10 billion - $50 billion in assets for over 140 clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jonathan's services include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
08/19/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
Active
Inactive
Not sure Jonathan Gassman is the right advisor for you? Invested Better is here to help.
