Jonathan Gruber's Location
Glastonbury, CT, US
Jonathan Gruber's Work
- Financial Planner @ Bartlett Wealth Management
- Financial Planner @ Barnum Financial Group
- Director, Wealth Management @ Hooker & Holcombe
- Financial Advisor @ Financial Services Advisory
- Financial Advisor @ Charles Schwab
Jonathan Gruber's 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's Skills
- Retirement Planning
- Investments
- Mutual Funds
- Pensions
- Strategic Financial Planning
- Retirement Plan Consulting
- Employee Benefits
- Series 7
- Wealth Management
- Investment Management
Jonathan Gruber's Summary
Jonathan Gruber, based in Glastonbury, CT, US, is currently a Financial Planner at Bartlett Wealth Management, bringing 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 contributes valuable insights to the industry. Jonathan Gruber has 2 emails on RocketReach.
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