Jonathan
Drubner

Lindbrook Capital, LLC

CRD#6066788
Investment Advisor
in Calabasas, CA

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About this Advisor

Jonathan Drubner is a financial advisor based in Calabasas, California, working with Lindbrook Capital, LLC. Jonathan has previously held positions at L & S Advisors, Inc, Intersect Capital LLC, and Lindbrook Capital, LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in California and New York. Currently, Jonathan is part of Lindbrook Capital, LLC, which operates out of Calabasas, California. The firm has 4 offices and 10 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lindbrook Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

23975 Park Sorrento Suite 230
Calabasas, CA 91302

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Lindbrook Capital, LLC Brokerage Details

Total Assets Under Management

$3,193,035,807

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

2,639

CA Average: 3,727
Average Account Size

$1,209,942

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jonathan Drubner Work History

2022 - Present (2 years)

Lindbrook Capital, LLC

2017 - 2022 (5 years)

Intersect Capital LLC

2012 - 2017 (5 years)

L & S Advisors, Inc

Disclosures

Please visit the SEC profile of Jonathan Drubner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lindbrook Capital, LLC

Luke Crofts
Calabasas, CA
Gary Levenstein
Calabasas, CA
Jonathan Drubner
Calabasas, CA
Tyler Dritz
Calabasas, CA
Martha Maley
Calabasas, CA
Benjamin Posen
Calabasas, CA
Lee Samson
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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