Founder-led advice

The People Managing Your Money.

Juth Investment Advisory is a founder-led registered investment adviser based in Naples, Florida. Clients work directly with Jonathan Grogan and Ruth Grogan, CPA, not through layers of salespeople or relationship managers.

Jonathan leads investment research, portfolio construction, and day-to-day investment decision-making. Ruth brings a CPA’s analytical perspective to financial planning, account review, compliance, and the broader decisions surrounding the portfolio.

You can speak directly with the people researching investments, reviewing your accounts, and responsible for the strategy behind them.

With Northeast roots and a primary office in Naples, Juth serves investors and retirees throughout Southwest Florida, including Fort Myers and Bonita Springs, with clients also served in New York and New Jersey.

Jonathan Grogan and Ruth Grogan, CPA, managing partners of Juth Investment Advisory
Jonathan Grogan

Jonathan Grogan

Managing Partner

Jonathan leads Juth’s investment research, portfolio construction, and ongoing portfolio management. He determines what deserves a place in each portfolio, how positions should be sized, and when changing fundamentals, valuation, or risk warrant a fresh look.

His background spans institutional banking, financial advisory work, and investment-related client partnerships, giving him a practical perspective on how portfolios are built, monitored, and adjusted over time.

Jonathan earned his Bachelor of Business Administration from Baruch College’s Zicklin School of Business. He is an investment adviser representative of Juth Investment Advisory and has passed the Series 7 and Series 66 examinations.

Ruth Grogan, CPA

Ruth Grogan, CPA

Managing Partner

Ruth brings a CPA’s analytical perspective to financial planning, account review, and the decisions surrounding a client’s broader financial life. She also oversees Juth’s compliance and client process, helping ensure that planning and portfolio decisions remain documented, coordinated, and centered on the client’s objectives.

Her background spans institutional banking, financial services, internal audit, regulatory compliance, and data analytics.

Ruth earned her Bachelor of Business Administration and Master of Science in Accounting from Baruch College’s Zicklin School of Business. She is a Certified Public Accountant, an investment adviser representative of Juth Investment Advisory, and has passed the Series 7 and Series 66 examinations.

How we work

For investors who want more from their advisor.

Juth combines financial planning with direct portfolio management. Clients work with the same two managing partners who understand their financial plan, research investments, review their accounts, and oversee the decisions behind the portfolio.

The founders’ personal investment accounts are also held at Interactive Brokers and managed under the firm’s investment process, subject to the trade-allocation, Code of Ethics, and personal-trading policies described in our Form ADV.

  1. Independent, Founder-Led Advice

    As an independently owned firm, our advice is tailored to the client, not driven by product sales, proprietary products, or a house model.

  2. Financial Planning Informed by Investing

    Retirement, income needs, taxes, liquidity, and portfolio decisions are considered together so financial planning and investment management remain connected.

  3. Research-Driven Investment Management

    We research individual companies and targeted ETFs in-house, evaluate opportunity and risk, and actively review whether each holding continues to serve its intended role in the portfolio.

  4. Direct Access to the Portfolio Decision-Makers

    You work directly with Jonathan and Ruth, not a rotating service team. Managed accounts are monitored on an ongoing basis and formally reviewed at least quarterly.

A simple next step

Start with a conversation.

Tell us what you’re working through. One of Juth’s founders will review your note personally and follow up to arrange an introductory conversation. There is no obligation to become a client.

Request a Complimentary Review →