Jonathan Gruber Email & Phone Number
Financial Planner @ Bartlett Wealth Management
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Jonathan Gruber Location
- Glastonbury, CT, US
Jonathan Gruber Work
- 2023 -now Financial Planner @
- 2018 -2023 Financial Planner @
- 2012 -2018 Director, Wealth Management @
- 2010 -2012 Financial Advisor @ Financial Services Advisory
- 1999 -2010 Financial Advisor @
Jonathan Gruber Education
- The American College
Retirement Income Certified Professional (Retirement Income Planning)
2014-2015 - fi360
Accredited Investment Fiduciary
2012-2013 - College for Financial Planning
Accredited Asset Management Specialist (Financial Planning)
2007-2008 - Quinnipiac University
Certified Financial Planner Certificate Program (Financial Planning)
2003-2004 - University of Massachusetts, Amherst
Bachelor of Science (BS) (Business Administration and Management)
1988-1992
Jonathan Gruber Skills
- Retirement Planning
- Investments
- Mutual Funds
- Pensions
- Strategic Financial Planning
- Retirement Plan Consulting
- Employee Benefits
- Series 7
- Wealth Management
- Investment Management
- Retirement
- Financial Advisory
- Wealth Management Services
- 401k
- Asset Allocation
- Portfolio Management
- Financial Planning
- Microsoft Excel
- Financial Reporting
- Customer Service
- Sales
Jonathan Gruber Summary
- Jonathan Gruber, based in Glastonbury, CT, US, is currently a Financial Planner at Bartlett Wealth Management. Jonathan Gruber brings experience from previous roles at Barnum Financial Group, Hooker & Holcombe, Inc., Financial Services Advisory and Charles Schwab. Jonathan Gruber holds a 2014 - 2015 Retirement Income Certified Professional in Retirement Income Planning @ The American College. With a robust skill set that includes Retirement Planning, Investments, Mutual Funds, Pensions, Strategic Financial Planning and more. Jonathan Gruber has 2 emails and 1 mobile phone numbers on RocketReach.
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