Individual Firm
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JONATHAN SOLOMON LIFSCHUTZ
JONATHAN S LIFSCHUTZ, JONATHAN S. LIFSCHUTZ
CRD#: 1383898
IA
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AMERICAN WEALTH ADMINISTRATION GROUP LLCCRD#: 282683 50 GLEN COVE ROAD
SUITE 101
GLEN COVE, NY 11542
SUITE 101
GLEN COVE, NY 11542
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Disclosures
39
Years of Experience
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State Registrations
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New Jersey 7/13/2016
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Registered with this firm since 7/13/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 03/03/2016 - 06/16/2017 | Glen Cove, NY | |
IA | 04/23/2014 - 02/10/2016 | GREAT NECK, NY | |
B | 04/17/2014 - 02/08/2016 | Westbury, NY | |
IA | 06/01/2009 - 04/21/2014 | GREAT NECK, NY | |
B | 06/01/2009 - 04/21/2014 | GREAT NECK, NY | |
IA | 04/02/2007 - 06/01/2009 | GREAT NECK, NY | |
B | 04/02/2007 - 06/01/2009 | GREAT NECK, NY | |
IA | 12/07/2006 - 04/02/2007 | GREAT NECK, NY | |
B | 12/07/2006 - 04/02/2007 | GREAT NECK, NY | |
B | 12/13/1996 - 12/14/2006 | MANHASSET, NY | |
B | 10/02/1990 - 12/18/1996 | NEW YORK, NY | |
B | 07/25/1985 - 10/25/1990 | NEW YORK, NY |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.