Jonathan Seif
The ProFolio Group · Flushing, New York
Jonathan Seif is a fee-only financial advisor at The ProFolio Group in Flushing, New York. The ProFolio Group reports charging a percentage of assets on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | The ProFolio Group |
|---|---|
| Based in | Flushing, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $7.9M across 75 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5591743 |
| Exams passed | Series 63 (2009) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.theprofoliogroup.com |
How Jonathan's firm compares
- The ProFolio Group's average account is about $105,000, from its Form ADV (assets managed divided by 75 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Seif a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and The ProFolio Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, The ProFolio Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Seif based?
Jonathan Seif is based in Flushing, New York.
Is Jonathan Seif registered with the SEC?
Yes. Jonathan Seif is registered as an investment adviser representative in NY (CRD 5591743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The ProFolio Group manage?
The ProFolio Group reports $7.9M across 75 accounts in assets under management.
How do I contact Jonathan Seif?
Through Jonathan's website, www.theprofoliogroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The ProFolio Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.