Jonathan
Kravitz
Cadaret, Grant & Co., Inc
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About this Advisor
Jonathan Kravitz is a financial advisor based in Elmira, New York, working with Cadaret, Grant & Co., Inc. Jonathan has previously held positions at Investment Planning Svc and Cadaret, Grant & Co., Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York, Pennsylvania, and Texas. Currently, Jonathan is part of Cadaret, Grant & Co., Inc, which operates out of Elmira, New York. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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 Kravitz Work History
Cadaret, Grant & Co., Inc
Investment Planning Svc
Disclosures
Please visit the SEC profile of Jonathan Kravitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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