Jonathan Lee Gassman
Investment adviser representative at Newedge Advisors
33 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$43.2BFirm assets
Are you Jonathan Lee Gassman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Newedge Advisors, LLC.Aug 2024 to now
- Gassman & Gassman Cpa, PcJan 1993 to now
- Prager Metis Cpas, LLCFeb 2024 to Jan 2026
- Prager Metis Cpas, LLCFeb 2023 to Jan 2024
- American Portfolios Financial Services, Inc.Oct 2022 to Oct 2024
- G&g Planning Concepts, Inc.Nov 2001 to Jan 2025
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5103592
- Firm CRD
- 171351