Jonathan Horacio Cabrera
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCJun 2026 to now
- Suncoast Credit UnionMay 2026 to now
- Morgan StanleyDec 2023 to Mar 2026
- Cal State East BayAug 2022 to Jun 2025
- Cal State East BaySep 2015 to Aug 2018
- Wells Fargo Clearing Services LLCJan 2011 to Jan 2023
- Wells Fargo Bank NAJan 2010 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7036118
- Firm CRD
- 6413