Jonathan S. Gruber
RICP®, AIF®, AAMS®
Financial Planner
I service the needs of individuals and businesses looking to build long-term relationships. I love collaborating with people like you to understand your financial goals and helping you achieve them through comprehensive financial planning.
Starting with understanding your current financial position, we’ll dive into protection, investment, tax, retirement, and estate planning. When the analysis is complete, we can identify solutions for specific needs and build and implement a financial plan that can help put you in the best position to succeed.
- Hold Series 63, 66, 7 licenses
- Hold Life, Accident and Health licenses
- Earned my Bachelor of Science in Business Administration from UMass Amherst
- I enjoy playing golf, hiking, reading, and spending time with my family
- Live in West Hartford, CT
- Over 25 years of experience in the financial services industry
- Before Bartlett Wealth Management, spent time with Barnum Financial Group, Hooker & Holcombe Investment Advisors, Financial Services Advisory, Inc., & Charles Schwab
- Retirement Income Certified Professional (RICP®
- Accredited Asset Management Specialist (AAMS®)
- Accredited Investment Fiduciary (AIF®)
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
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