Jonathan Lifschutz
Jonathan Lifschutz is a CFP-designated registered investment advisor at American Wealth Administration Group LLC, based in Glen Cove, NY, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 159 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWAG charges an annual investment advisory fee ranging from 0.20% to 3.50% of your portfolio, depending on the size of your relationship and the complexity of services. Fees are paid quarterly in advance, based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable. AWAG may also adjust or suspend fees during hardship or extraordinary circumstances.
Location
50 Glen Cove Road, Suite 101, Glen Cove, NY, 11542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an insurance agent since 1996. He is also the President of American Wealth Administration Group LLC, spending a few hours per week on recruiting and development, and President of JSL Wealth Management LLC, a DBA for his advisory business, dedicating minimal time.
Employment History
Current Registrations
American Wealth Administration Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
United Advisors
Securities America, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations1 state
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