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RIA / WealthAdvisorCertified Financial Planner41 years in industry

JONATHAN SOLOMON LIFSCHUTZ

Advisor at AMERICAN WEALTH ADMINISTRATION GROUP LLC

GLEN COVE, NY

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Search this name across graphsid dfx:ria:263caad8-1ab1-b955-36dc-bced8f368221

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERICAN WEALTH ADMINISTRATION GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 5, 1985
First registration: Dec 7, 2006
Dual registered: no
Other names: JONATHAN S LIFSCHUTZ|JONATHAN S. LIFSCHUTZ
IAPD individual key: 1383898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERICAN WEALTH ADMINISTRATION GROUP LLC	Independent wealth	Apr 30, 2026	n/a	yes	GLEN COVE, NY	Current employment
UNITED ADVISORS	Former SEC adviser	Apr 23, 2014	Feb 10, 2016	no	GREAT NECK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 21, 2014	no	GREAT NECK, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	GREAT NECK, NY	Previous registration
MORGAN STANLEY DW INC.	n/a	Dec 7, 2006	Apr 2, 2007	no	GREAT NECK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED ADVISORS	AMERICAN WEALTH ADMINISTRATION GROUP LLC	Feb 10, 2016	Apr 30, 2026	3,732	Firm change after gap	Other
MORGAN STANLEY	UNITED ADVISORS	Apr 21, 2014	Apr 23, 2014	2	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ AMERICAN WEALTH ADMINISTRATION GROUP LLCRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ UNITED ADVISORSRegistered adviserregistration: previous registration
Apr 23, 2014 to Feb 10, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 21, 2014factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Dec 7, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.