Jonathan Meyer
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCNov 2022 to now
- Pinnacle BankNov 2022 to now
- J.P. Morgan Securities LLCOct 2021 to Oct 2022
- JPMorgan Chase Bank, N.A.Oct 2021 to Oct 2022
- LPL Financial ServicesSep 2019 to Sep 2020
- Pinnacle BankMay 2019 to Oct 2021
- LPL Financial LLCOct 2018 to Oct 2021
- Ladenburg Thalmann Financial ServicsMay 2018 to Aug 2018
- Securities America, IncMay 2018 to Aug 2018
- University of Nebraska-lincolnMay 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6947313
- Firm CRD
- 6413