Cadaret, Grant & Co., Inc
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About this Advisor
Jonathan Jaeger is a financial advisor operating in Yonkers, New York with a total of 2 years of relevant experience. Jaeger is on the advisory team at Cadaret, Grant & Co., Inc. During their career, Jaeger has held roles at Summit Financial Consultants and Cadaret, Grant & Co., Inc. Jaeger holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in New York. Cadaret, Grant & Co., Inc is an advisory business operating out of Syracuse, NY. The firm has offices in 300 locations and a total of 726 people on staff. It handles $6 billion in total assets between its 23,861 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 61 charitable organizations. Of its 23,861 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. Cadaret, Grant & Co., Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the type of services provided. However, fee types billed by Cadaret, Grant & Co., Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
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
Jonathan Jaeger Work History
Jonathan has been registered as a financial advisor for 2 years.*
Summit Financial Consultants
Cadaret, Grant & Co., 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.
Please visit the SEC profile of Jonathan Jaeger 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 Cadaret Grant & Co Inc
Clifton Springs, NY
Saratoga Springs, 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 email@example.com.
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