Jon Jerome Douvier
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
19 years in the industry.
- LPL Financial LLCNov 2025 to now
- Old National BankNov 2025 to now
- Cold Spring Fire & Rescue Dept. Relief Assoc.Mar 2019 to now
- Hallett Financial GroupFeb 2018 to now
- Side BarSep 2017 to now
- City of Cold SpringDec 2007 to now
- Bremer Bank, a Division of Old National BankDec 2017 to Nov 2025
- Raymond James Financial Services Advisors Inc.Dec 2017 to Nov 2025
- Raymond James Financial Services,incDec 2017 to Nov 2025
- Northwestern Mutual Wealth Management CompanyMar 2017 to Dec 2017
- Northwestern Mutual Investment Services, LLCJul 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6147924
- Firm CRD
- 6413