JG
JG
Jonathan Gruber
25 Years of Experience
West Hartford, CT
1 DisclosureBrokerSells Insurance
Jonathan Gruber is a registered investment advisor, based in West Hartford, CT, with 25 years of industry experience.
Location
970 Farmington Avenue, Suite 205, West Hartford, CT, 06107
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Regulatory History (1)
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Customer Dispute
February 2009Settled
Other Business ActivitiesSells Insurance
Jonathan is an insurance agent, spending a few hours per week on this activity. He is also an advisory representative of a registered investment advisor (RIA), dedicating nearly full-time hours, and uses a trade name/DNA related to Bartlett Wealth Management, also dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2023 - Present · 3 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
April 2018 - January 2023 · 4 yrs 9 mos
MML Investors Services, LLCBroker
April 2018 - January 2023 · 4 yrs 9 mos
Hooker & Holcombe Investment Advisors, INC.
February 2013 - April 2018 · 5 yrs 2 mos
Mid Atlantic Capital CorporationBroker
January 2013 - December 2017 · 4 yrs 11 mos
Wells Fargo Advisors, LLCBroker
April 2012 - December 2012 · 8 mos
Wells Fargo Advisors, LLC
April 2012 - December 2012 · 8 mos
Financial Services Advisory
October 2010 - April 2012 · 1 yr 6 mos
Charles Schwab & CO., INC.
April 2002 - September 2010 · 8 yrs 5 mos
Charles Schwab & CO., INC.Broker
May 2000 - September 2010 · 10 yrs 4 mos
State Registrations5 states
CTFLMAMESC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.