Jonathan Schott has been an investment adviser representative at Lebenthal Global Advisors since August 2023, 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 · 3 yearsHauppauge, NY · Adviser representative · Firm CRD 283303
Investment adviser representative registrations
Jonathan Schott is registered as an investment adviser representative in New York, since August 2023.
- New YorkSince 24 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7735109
- Firm
- Lebenthal Global Advisors · CRD 283303
- Office
- 200 PARKWAY DRIVE SOUTH, SUITE 200, Hauppauge, NY 11788
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Schott work?
Jonathan Schott is an investment adviser representative registered through Lebenthal Global Advisors, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Schott a financial advisor?
Yes. Jonathan Schott has a current investment-adviser registration in New York, through Lebenthal Global Advisors since August 2023.
How many years of experience does Jonathan Schott have?
Jonathan Schott has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Jonathan Schott passed?
Jonathan Schott passed the Series 65 in August 2023.
Where is Jonathan Schott based?
Jonathan Schott’s registered office is in Hauppauge, NY.
Is Jonathan Schott registered with FINRA?
No. Jonathan Schott has no current broker registration.
How can I verify Jonathan Schott’s record?
Search CRD 7735109 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Schott’s full registration record.