Jonathan Lifschutz, financial advisor Westbury NY
96 score

Jonathan Lifschutz

CRD Number: 1383898
Current Firm: American Wealth Administration Group LLC

Jonathan Lifschutz (CRD# 1383898) is an Investment Advisor Representative working at American Wealth Administration Group LLC in Westbury, NY and has over 32 years of experience in the finance industry. Jonathan Lifschutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
American Wealth Administrations Group LLC Westbury, NY Feb 2016 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Feb 2016 - Current 1
Securities America, Inc. Great Neck, NY Apr 2014 - Feb 2016 1
United Advisors, LLC Great Neck, NY Apr 2014 - Feb 2016 1
Morgan Stanley Inc. Great Neck, NY Jun 2009 - Apr 2014 4
Morgan Stanley And Company Great Neck, NY Apr 2007 - Jun 2009 2
Morgan Stanley Dean Witter Great Neck, NY Dec 2006 - Apr 2007 < 1
Citigroup Global Markets Inc. Manhasset, NY Dec 1996 - Dec 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Jonathan S. Lifschutz
Phone Number: (516) 833-6800
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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