Jonathan Gassman
Jonathan Gassman is a CFP, PFS-designated registered investment advisor at Newedge Advisors, based in Boca Raton, FL, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432
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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 a licensed insurance agent, dedicating about 5-10% of his time to this activity. He also serves as a managing shareholder in a tax and accounting firm, and as a trustee for several trusts, some of which are invested in the firm's investment platform.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Gassman Financial Group
American Portfolios Advisors, INC
G&g Planning Concepts, INC.
State Registrations1 state
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.