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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gruber is a financial advisor at Cambridge Investment Research Advisors, Inc. Jonathan has been working in the financial services industry since 2000. Jonathan has been registered with the state of Connecticut since 2000 and currently holds a Series 7 and Series 66 license. Jonathan is a highly experienced financial advisor who is committed to providing his clients with the best possible service. Jonathan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Jonathan has extensive experience in the financial services industry and has a proven track record of success. Jonathan is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
01/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (West Hartford CT)
CT
04/02/2018 - 01/20/2023
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
CT
01/02/2013 - 12/31/2017
MID ATLANTIC CAPITAL CORPORATION (WEST HARTFORD CT)
CT
04/13/2012 - 12/14/2012
WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)
CT
05/19/2000 - 09/14/2010
CHARLES SCHWAB & CO., INC. (WEST HARTFORD CT)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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