Jonathan
Hochberg
Ci Private Wealth
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About this Advisor
Jonathan Hochberg is a financial advisor working in New York, New York with 1 year of industry experience. Hochberg is on the advisory team at Ci Private Wealth. Their career trajectory has included roles at Hillview Capital Advisors, LLC, Regentatlantic and Ci Regentatlantic Private Wealth. Hochberg has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Texas. Ci Private Wealth is a company operating out of Miami, FL. The firm has offices in 28 locations and a total of 825 employees. It has $95 billion in total assets across its 79,738 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 504 charitable organizations. Of its 79,738 accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which service is offered. Fees charged by Ci Private Wealth can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Hochberg Work History
Jonathan has been registered as a financial advisor for 1 years.*
Ci Regentatlantic Private Wealth
Regentatlantic
Hillview Capital Advisors, LLC
*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 Hochberg 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 Ci Private Wealth
San Diego, CA
Itasca, IL
Itasca, IL
Itasca, IL
Menlo Park, CA
San Diego, CA
Itasca, IL
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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