Jonathan LifschutzCRD 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 31 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|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|
Total Assets Under Management46MILLIONS
Total Number of Accounts349ACCOUNTS
Average Account Value$130,677
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
NJ, NY, VT
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