Jonathan
Grundman
Adaptive Financial Consulting, LLC
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About this Advisor
Jonathan Grundman is a chartered financial analyst based in San Diego, California with a total of 6 years of industry experience. Grundman is an employee of Adaptive Financial Consulting, LLC. During their career, Grundman has held roles at Ibis Capital, Gelber Group, Uc Berkeley, Stratos and Adaptive Financial Consulting, LLC. Grundman holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California and Ohio. Adaptive Financial Consulting, LLC is a registered investment business based in Beachwood, OH. The investment advisory business has offices in three locations and a total of eight people on staff. It handles $337 million in assets under management across its 458 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 458 client accounts, 29% are associated with high-net-worth clients who have at least $1 million in assets. Adaptive Financial Consulting, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management usually depend on which services are offered. However, fees charged by Adaptive Financial Consulting, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adaptive Financial Consulting, LLC Brokerage Details
$336,898,466
8
458
$735,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jonathan Grundman Work History
Jonathan has been registered as a financial advisor for 6 years.*
Adaptive Financial Consulting, LLC
Stratos
Gelber Group
Ibis Capital
Uc Berkeley
*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 Grundman 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 Adaptive Financial Consulting, LLC
Beachwood, OH
Beachwood, OH
San Diego, CA
Beachwood, OH
Beachwood, OH
Mount Pleasant, SC
Beachwood, OH
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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