Jonathan Gruber

  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative

As a Financial Planner, Jonathan services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Jonathan can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.”


  • Brings 20 plus years of experience in the financial services industry
  • Prior to joining Barnum in 2018, spent time with Hooker & Holcombe Investment Advisors (HHIA), Financial Services Advisory, Inc. and Charles Schwab
  • Holds his Series 6, 7, 63 and 65 licenses
  • Licensed to sell Life, Accident and Health insurance
  • Retirement Income Certified Professional (RICP®), an Accredited Asset Management Specialist (AAMS®) and has completed the Accredited Investment Fiduciary® (AIF®) program sponsored by Fi360


  • Earned his Bachelor of Science in Business Administration from the University of Massachusetts, Amherst
  • Outside of Barnum, he has been involved in the West Hartford community as a coach for many youth sports programs
  • In his spare time, he enjoys playing golf, hiking, attending all of his kids’ events and spending time with family
  • Currently resides in West Hartford, CT with his wife Tracy and their three children, Sophia, Aaron and Celia


I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck