Unclaimed Profile

Jonathan Lee Gassman

G&G PLANNING CONCEPTS, INC.·JERICHO, New York

Clean record17 years registeredG&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. · 17 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Aug 2024 – present

GASSMAN FINANCIAL GROUP

Jul 2021 – Jan 2025

BOCA RATON, FL

AMERICAN PORTFOLIOS ADVISORS, INC

Nov 2013 – Oct 2024

HOLBROOK, NY

G&G PLANNING CONCEPTS, INC.

Jan 2009 – Mar 2013

NEW YORK, NY

Registrations & Exams

Registration record

First registered · January 26, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

G&G PLANNING CONCEPTS, INC.

CRD 137440 · SEC 801-78242

AUM

$50M

Regulatory assets under management

Employees

76 client accounts

Services offered by G&G PLANNING CONCEPTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at G&G PLANNING CONCEPTS, INC. →

Introduction

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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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