Jonathan Lee Groberg
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial LLCSep 2026 to now
- Northwestern Mutual Wealth Management CompanyApr 2019 to Sep 2026
- Ron HuntJan 2017 to Sep 2026
- Northwestern Mutual Wealth Management CompanyJul 2008 to Jan 2017
- Northwerstern Mutual Investment Services LLCAug 2000 to Sep 2026
- Northwestern Mutual Financial NetworkMay 2000 to Jan 2017
- Brigham Young UniversityAug 1998 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4251375
- Firm CRD
- 6413