Jonathan Aaron Grutman
Investment adviser representative at Lebenthal Global Advisors, LLC
16 yearsExperience
1 stateRegistered in
$971.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lebenthal Global Advisors, LLCApr 2019 to now
- Lebenthal Financial Services, Inc.Aug 2011 to now
- Davis & Grutman, LLPApr 2010 to now
- Lebenthal Diversified Asset Management Inc.Jun 2017 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lebenthal Global Advisors, LLC
$971.8MAssets managed
2,465Clients
25Advisers
9 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
- 5715800
- Firm CRD
- 283303