• Home
  • Who We Are
    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

    • Executive Leadership

      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

    • Barnum Icon
      Our Representatives

      A complete list of every financial representative working with Barnum Financial Group

    • Awards and Recognition

      We’re proud to be recognized for our commitment to our clients and their financial success.

    • In the News

      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

    • All Products

      We have the knowledge and resources to assist you in every step of your financial journey.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

  • Resources
    • Insights

      Access our blog offering relevant, useful, and educational content.

    • On-line Learning Center

      Lorem ipsum dolor sit amet, consectetur adipisi cing elit, sed do eiusmod tempor incididunt ut abore et dolore magna

  • Careers
  • Contact Us
Book a Consultation

Jonathan Gruber

RICP®, AIF®, AAMS®
  • 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.”

Qualifications

  • 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

Personal

  • 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

johnathan gruber

Jonathan Gruber

RICP®, AIF®, AAMS®
barnum fg logo

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Facebook-f Instagram Linkedin

Who We Are

Resources

What We Offer

Company