Jonathan Solomon Lifschutz

Current Employers

Employment History

• 02/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2016 → Present
  American Wealth Administrations Group Llc
  Westbury, NY

Previous Registrations

• 2014-04-23 → 2016-02-10
  United Advisors
  Great Neck, NY
• 2009-06-01 → 2014-04-21
  Morgan Stanley
  Great Neck, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Great Neck, NY
• 2006-12-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Great Neck, NY

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-22
• S63 Uniform Securities Agent State Law Examination
  1985-08-05

Designations

Other Names

• Jonathan S Lifschutz
• Jonathan S. Lifschutz