Jonathan David Wilkins
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- Osaic Wealth, Inc.Sep 2023 to May 2025
- Payant Wealth Management GroupFeb 2020 to Dec 2024
- Sagepoint Financial, Inc.Feb 2020 to Sep 2023
- Washburn Capital Management, Inc.May 2019 to Feb 2020
- Charles Schwab & Co., Inc.Apr 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6327264
- Firm CRD
- 6413