Jonathan
Drubner
Lindbrook Capital, LLC
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About this Advisor
Jonathan Drubner is a certified financial planner who works in Calabasas, California, with 1 year of relevant experience. Drubner currently works for Lindbrook Capital, LLC. Their career trajectory has included roles at L & S Advisors, Inc, Intersect Capital LLC and Lindbrook Capital, LLC. Drubner holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California and New York. Lindbrook Capital, LLC is a registered investment firm that has its headquarters in Calabasas, CA. The company has offices in four locations and a total of 10 advisors. It handles $3 billion in assets under management between its 2,468 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 2,468 customer accounts, 66% are held by high-net-worth investors who have more than $1 million in investable assets. Lindbrook Capital, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by Lindbrook Capital, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lindbrook Capital, LLC Brokerage Details
$2,968,250,317
10
2,468
$1,202,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Drubner Work History
Jonathan has been registered as a financial advisor for 1 years.*
Lindbrook Capital, LLC
Intersect Capital LLC
L & S Advisors, Inc
L & S Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
Calabasas, CA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
