Jonathan Grant Lapine
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Commonwealth Financial NetworkJan 2023 to now
- Tolmiros Financial DesignsJan 2023 to now
- W3 Wealth Advisors, LLCFeb 2014 to Jan 2023
- W3 Wealth Management, LLCFeb 2014 to Jan 2023
- Valmark Advisers, Inc.Jan 2014 to Jan 2023
- Valmark Securities, Inc.Jun 2013 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6208604
- Firm CRD
- 8032