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Jonathan Mark Lubert

JL SQUARED GROUP, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2929 WALNUT STREET, PHILADELPHIA, PA 19104-2864CRD# 5041012Firm CRD# 157815
01

About

Jonathan Mark Lubert is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with JL SQUARED GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JL SQUARED GROUP, LLC
JL SQUARED GROUP, LLC
AUM
$237M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JL SQUARED GROUP, LLC →
Services
Pension consulting
Security ratings or pricing services
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Background

Compensation
Other: EXPENSE REIMBURSEMENT RECEIVED FROM THE LUBERT FAMILY
Regulatory
SEC/IARD CRD# 5041012
Firm CRD# 157815
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Mark Lubert offer?
Jonathan Mark Lubert specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Jonathan Mark Lubert's credentials?
Jonathan Mark Lubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Mark Lubert located?
Jonathan Mark Lubert is based in PHILADELPHIA, Pennsylvania, working with JL SQUARED GROUP, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Jonathan Mark Lubert charge for services?
Jonathan Mark Lubert's firm is compensated through other: expense reimbursement received from the lubert family. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JL SQUARED GROUP, LLC?
JL SQUARED GROUP, LLC has approximately 2 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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