Jonathan Schott
Investment adviser representative at Lebenthal Global Advisors, LLC
11 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
11 years in the industry.
- Lebenthal Global Advisors, LLCJan 2023 to now
- Hofstra UniversitySep 2019 to Dec 2022
- Wendy'sJan 2018 to Dec 2022
- Massapequa Public SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7735109
- Firm CRD
- 283303