Jonathan Howard Brice
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCJan 2023 to now
- Securities America AdvisorsOct 2019 to Jan 2023
- Securities America, Inc.Sep 2019 to Jan 2023
- Darden, Inc.Aug 2019 to Sep 2019
- Blackrock Investments, LLCSep 2018 to Aug 2019
- BlackrockJul 2018 to Aug 2019
- Prometric - Cwk for BlackrockNov 2017 to Jul 2018
- Worden HallSep 2017 to Nov 2017
- UnemployedMay 2017 to Sep 2017
- University of New HampshireAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, 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
- 7031825
- Firm CRD
- 6413