Jonathan Tyler Herbert
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- Jonathan Herbert Inc.Aug 2020 to Jul 2021
- Dent DepotMay 2016 to Oct 2019
- Various Insurance Carriers for W&r Insurance AgenciesApr 2016 to Jul 2021
- Waddell & Reed, IncDec 2015 to Jul 2021
- Real Estate RentalsSep 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, 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
- 6586992
- Firm CRD
- 6413