Jonathan S. Lifschutz

AMERICAN WEALTH ADMINISTRATION GROUP LLC

Glen Cove, NY 11542

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CRD#: 1383898

Professional summary

Jonathan Solomon Lifschutz, CFP®, who also goes by Jonathan S Lifschutz, Jonathan S. Lifschutz, is a registered financial advisor currently at AMERICAN WEALTH ADMINISTRATION GROUP LLC located in Glen Cove, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jonathan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan S Lifschutz | Jonathan S. Lifschutz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 07/1996 - LOCATED AT 950 JERICHO TURNPIKE Second Floor, Westbury, NY 11590 2. American Wealth Administration Group LLC-950 Jericho Turnpike Suite 200, Westbury, NY 11590-RIA-Investments-President-2/2016-10 hrs.mth-100% during trading hrs- Recruiting & development 3. JSL Wealth Management LLC-Investment related-950 Jericho Turnpike, Suite 200, DBA-President-9/2014-2 hrs/mth-0 during trading hrs-DBA for Jonathan under American Wealth Admin Group. Advisory fees will be paid to the JSL Wealth Mgt LLC as where permitted, Insurance commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Solomon Lifschutz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

July 13, 2016 - Present

AMERICAN WEALTH ADMINISTRATION GROUP LLC

Office #1: 50 Glen Cove Road Suite 101, Glen Cove, NY 11542

CRD#: 7059

MANHASSET, NY

Past

October 2, 1990 - December 18, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 25, 1985 - October 25, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN WEALTH ADMINISTRATION GROUP LLC

AMERICAN WEALTH | AMERICAN WEALTH ADMINISTRATION GROUP LLC

CRD#: 282683 / SEC#: 801-107222

RIA

Registered Investment Advisory firm - (2/10/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/22/1985

General Securities Representative Examination

Current Firm

AMERICAN WEALTH ADMINISTRATION GROUP LLC

AMERICAN WEALTH | AMERICAN WEALTH ADMINISTRATION GROUP LLC

CRD#: 282683 / SEC#: 801-107222

RIA

Registered Investment Advisory firm - (2/10/2016 Approved)

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Contact information

Main Address

50 Glen Cove Road Suite 101, Glen Cove, NY 11542

Mailing Address

Phone number

(516) 833-6800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWAG DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 46,686,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan S. Lifschutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Solomon Lifschutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UNITED ADVISORS

SECURITIES AMERICA, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

PRUDENTIAL EQUITY GROUP, LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

AMERICAN WEALTH ADMINISTRATION GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/1993

Series 63

Date: 8/5/1985

SIE

Date: 6/16/2017

Series 15

Date: 7/10/1986

Series 3

Date: 9/3/1985

Series 7

Date: 7/22/1985

Current Firm

AMERICAN WEALTH ADMINISTRATION GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN WEALTH ADMINISTRATION GROUP LLC

TRUST BUT VERIFY

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