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Jonathan Lee Gassman

G&G PLANNING CONCEPTS, INC.·JERICHO, New York
Clean recordG&G PLANNING CONCEPTS, INC.
46 HUNT DRIVE, JERICHO, NY 11753CRD# 5103592Firm CRD# 137440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Lee Gassman · JERICHO, NY
Registration
CRD #5103592 · G&G PLANNING CONCEPTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Lee Gassman is a registered financial advisor based in JERICHO, New York, affiliated with G&G PLANNING CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
G&G PLANNING CONCEPTS, INC.
GASSMAN FINANCIAL GROUP
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at G&G PLANNING CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5103592
Firm CRD# 137440
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Lee Gassman offer?
Jonathan Lee Gassman specializes in Financial Planning, Investment Management. Contact their office in JERICHO, New York for a consultation.
What are Jonathan Lee Gassman's credentials?
Jonathan Lee Gassman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lee Gassman located?
Jonathan Lee Gassman is based in JERICHO, New York, working with G&G PLANNING CONCEPTS, INC.. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Jonathan Lee Gassman charge for services?
Jonathan Lee Gassman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is G&G PLANNING CONCEPTS, INC.?
G&G PLANNING CONCEPTS, INC. has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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