Jonathan Lee Gassman
Investment Adviser Representative at Newedge Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Lee Gassman is an investment adviser representative with Newedge Advisors in New Orleans, LA, where they have been registered since 2024. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Gassman Financial Group and American Portfolios Advisors, Inc. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- G&g Planning Concepts, Inc.Nov 2001 – Jan 2025New York, NY
- Gassman & Gassman CPA, PCJan 1993 – no end date reportedNew York, NY
- American Portfolios Financial Services, Inc.Oct 2022 – Oct 2024New York, NY
- Prager Metis CPAs, LLCFeb 2023 – Jan 2024New York, NY
- Prager Metis CPAs, LLCFeb 2024 – Jan 2026New York, NY
- NewEdge Advisors, LLC.Aug 2024 – no end date reportedNew Orleans, LA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Newedge Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, portfolio management, risk management, retirement planning, business planning, and estate planning, with personalized strategies tailored to individual goals and priorities
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 594
- Offices listed on AdvisorFinder:
- 201
- Main office:
- New Orleans, LA
- SEC file number:
- 801-79876
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Newedge Advisors
Showing 12 of 594 in the directory
Similar advisors in New Orleans, LA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Lee Gassman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched