Jonathan Gruber (CRD# 3205389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Hartford, CT and has over 23 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2023 - Current | 1 |
| Mml Investor Services | Glastonbury, CT | Feb 2018 - Jan 2023 | 4 |
| Massachusetts Mutual Life Insurance Company | Glastonbury, CT | Feb 2018 - Jan 2023 | 4 |
| Hhia | West Hartford, CT | Dec 2012 - Mar 2018 | 5 |
| Hooker & Holcombe Investment Advisors, Inc. | West Hartford, CT | Dec 2012 - Mar 2018 | 5 |
| Mid Atlantic Capital Corp | West Hartford, CT | Jan 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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