Jonathan Grundman has been Chief Investment Officer of Adaptive Financial Consulting since August 2017, is not listed as a control person, but directly owns under 5% of the firm. Jonathan Grundman holds a Bachelor's degree in Computer Science from the University of California, Berkeley and a Bachelor's degree in Statistics from the University of California, Berkeley.
Adaptive Financial Consulting, LLC is a Beachwood, OH firm with $547M under management, 261 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Jonathan Grundman is Chief Investment Officer of Adaptive Financial Consulting. He is responsible for the firm's investment architecture, conducts quantitative and fundamental investment research, and is responsible for trading client accounts. Before joining Adaptive he was lead portfolio manager at Ibis Capital, and earlier he worked in financial engineering through the Gelber Group.
Jonathan Grundman’s longest registration is the current one, 9 years at Adaptive Financial Consulting since 2017. Before joining Adaptive Financial Consulting in 2017, Jonathan Grundman was registered through Stratos Wealth Partners, LTD.
- – present · 9 yearsSan Diego, CA · Adviser representative · Firm CRD 288185
- Stratos Wealth Partners, LTD– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 153184
Professional designations
Listed by Adaptive Financial Consulting
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jonathan Grundman is registered as an investment adviser representative in 2 states. Each was approved in August 2017.
- CaliforniaSince 7 August 2017
- OhioSince 7 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Ian Grundman
- CRD
- 6537885
- Firm
- Adaptive Financial Consulting · CRD 288185
- Role
- Chief Investment Officer
- Office
- 13236 Haxton Place, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adaptivefc.com
Where does Jonathan Grundman work?
Jonathan Grundman has been Chief Investment Officer of Adaptive Financial Consulting, LLC since August 2017.
Is Jonathan Grundman a financial advisor?
Yes. Jonathan Grundman has a current investment-adviser registration in California and Ohio, through Adaptive Financial Consulting since August 2017.
How many years of experience does Jonathan Grundman have?
Jonathan Grundman has 11 years in the financial industry, since October 2015, across 2 adviser firms.
What exams has Jonathan Grundman passed?
Jonathan Grundman passed the Series 65 in September 2015.
Where did Jonathan Grundman work before Adaptive Financial Consulting?
Before Adaptive Financial Consulting, Jonathan Grundman was registered through Stratos Wealth Partners, LTD, September 2015 to July 2017.
Where is Jonathan Grundman based?
Jonathan Grundman’s registered office is in San Diego, CA.
Is Jonathan Grundman registered with FINRA?
No. Jonathan Grundman has no current broker registration.
Is Jonathan Grundman a CFA charterholder?
Adaptive Financial Consulting lists Jonathan Grundman with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jonathan Grundman’s record?
Search CRD 6537885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Grundman’s full registration record.