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Jonathan Lee Marcus

BRONSON POINT MANAGEMENT LLC·FAIRFIELD, Connecticut
SIE, Series 7, Series 7TOClean recordBRONSON POINT MANAGEMENT LLC
1960 BRONSON ROAD, FAIRFIELD, CT 06824-2838CRD# 2864418Firm CRD# 157894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Lee Marcus · FAIRFIELD, CT
Registration
CRD #2864418 · BRONSON POINT MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BRONSON POINT MANAGEMENT LLC
CRD 157894 · SEC 801-74185
AUM
$482M
Regulatory assets under management
Employees
10
3 client accounts
Services offered by BRONSON POINT MANAGEMENT LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BRONSON POINT MANAGEMENT LLC →
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Frequently Asked Questions

What services does Jonathan Lee Marcus offer?
Jonathan Lee Marcus specializes in Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, Connecticut for a consultation.
What are Jonathan Lee Marcus's credentials?
Jonathan Lee Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lee Marcus located?
Jonathan Lee Marcus is based in FAIRFIELD, Connecticut, working with BRONSON POINT MANAGEMENT LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Jonathan Lee Marcus charge for services?
Jonathan Lee Marcus's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRONSON POINT MANAGEMENT LLC?
BRONSON POINT MANAGEMENT LLC has approximately 10 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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