Jonathan Lee Warner
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jonathan Lee Warner? Claim your profile
Contact this firm
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
15 years in the industry.
- LPL Financial LLCNov 2023 to now
- Pruco Securities LLCAug 2022 to now
- The Prudential Insurance Company of AmericaAug 2022 to now
- Self EmployedAug 2020 to Aug 2022
- UnemployedJun 2020 to Jul 2020
- Ameriprise Financial Services IncMay 2019 to May 2020
- Edward JonesOct 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 5983798
- Firm CRD
- 6413