Jonathan Grutman has been an investment adviser representative at Lebenthal Global Advisors since October 2021, and is not listed among the firm’s executive officers or direct owners.
Lebenthal Global Advisors, LLC is a Hauppauge, NY firm with $972M under management, 2,465 clients and 27 advisers across 11 offices, as of its March 2026 filing.
- – present · 4 yearsNew York, NY · Adviser representative · Firm CRD 283303
Investment adviser representative registrations
Jonathan Grutman is registered as an investment adviser representative in New York, since October 2021.
- New YorkSince 28 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 February 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 November 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Aaron Grutman
- CRD
- 5715800
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 275 MADISON AVENUE, SUITE 1200, New York, NY 10016
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Grutman work?
Jonathan Grutman is an investment adviser representative registered through Lebenthal Global Advisors, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Grutman a financial advisor?
Yes. Jonathan Grutman has a current investment-adviser registration in New York, through Lebenthal Global Advisors since October 2021.
How many years of experience does Jonathan Grutman have?
Jonathan Grutman has 16 years in the financial industry, since August 2010, across 1 adviser firm.
What exams has Jonathan Grutman passed?
Jonathan Grutman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in November 2009. FINRA credited Jonathan Grutman with the SIE, which began in October 2018.
Where is Jonathan Grutman based?
Jonathan Grutman’s registered office is in New York, NY.
Is Jonathan Grutman registered with FINRA?
Yes. Jonathan Grutman has a current broker registration, under CRD 5715800.
Source: FINRA BrokerCheck
How can I verify Jonathan Grutman’s record?
Search CRD 5715800 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Grutman’s full registration record.