About Us

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

 

History

Joseph Gunnar & Co. was founded in 1997 as a full service broker-dealer.

Our headquarters are located at 30 Broad Street in New York City, in the heart of the financial district, immediately adjacent to the New York Stock Exchange.

Our commitment is simple: Assist our valued clients to achieve their financial goals ranging from wealth accumulation, to funding a college education, to planning for retirement, to creating shareholder value.

We provide a unique array of investment products and services. Our product and service offerings provide Joseph Gunnar & Co. private and corporate clients a competitive advantage. Years of relationship building has permitted private clients of Joseph Gunnar & Co access to investment opportunities not readily available at our larger competitors. Our boutique approach to our corporate clients provides for a value-added component to basic financings not typically experienced at bigger firms.

We provide traditional private client investment products and services, including:
  • Account Protection
  • Equity and Fixed Income Trading
  • Equity New Issues
  • Equity Research
  • Fee-Based Managed Money Solutions
  • Investment Banking Offerings
  • Mutual Funds
  • Options
  • Retirement Services
  • Structured Products
  • Syndicate New Issues
  • Wealth Preservation and Financial Planning Services

And Corporate Client Services, including:

  • Advisory Services, inclusive of fairness opinions and M & A
  • Corporate Executive Services
  • Equity and Debt Financings
  • Initial and Secondary Public Offerings
  • Private Equity


We are and will remain focused on customer service. Simply put, without our clients, we cannot achieve success. Client service remains our #1 priority.

Allow us to help you.
Contact us at (888) 248-6627 to set up an appointment today with a Joseph Gunnar & Co. Financial Consultant or Investment Banker.

Find Out More

To learn more about Joseph Gunnar & Co., LLC, contact:

Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650