Jonathan
Gruber

Axa Advisors, LLC

CRD#6799593
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Jonathan Gruber is a financial advisor who lives in Woodland Hills, California. Currently an advisor with Axa Advisors, LLC, they have gathered 11 years of work experience. Gruber holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Gruber is registered to serve investors based out of California. The advisor has gained experience at Bluestar Parking, LLC, Ucsb, Schooling, Axa Advisors, LLC, Crunchbutton and Johnny Garlic'S Inc. Axa Advisors, LLC is headquartered in Woodland Hills, California, and has 844 offices throughout the nation. As a company, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 client accounts and employs more than 5,774 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 34% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Axa Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

21700 Oxnard Street Suite 1100
Woodland Hills, CA 91367

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

53,005

CA Average: 3,892
Average Account Size

$276,786

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jonathan Gruber Work History

Jonathan has 11 years of experience.

2017 - Present (2 years)

Axa Advisors, LLC

2015 - 2016 (1 year)

Crunchbutton

2015 - 2017 (2 years)

Johnny Garlic'S Inc

2014 - 2015 (1 year)

Bluestar Parking, LLC

2013 - 2017 (4 years)

Ucsb

2007 - 2013 (6 years)

Schooling

Disclosures

Jonathan Gruber has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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