Jonathan Dehaan
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCAug 2023 to now
- Crestline DevelopmentSep 2020 to now
- True North LandscapingJun 2020 to Sep 2020
- NAMay 2020 to Jun 2020
- Taylor UniversityAug 2019 to May 2020
- Twin Lakes NurseryAug 2019 to Aug 2019
- Securities Service NetworkJun 2019 to Aug 2019
- NAMay 2019 to Jun 2019
- Taylor UniversityAug 2018 to May 2019
- Twin Lakes NurseryMay 2018 to Aug 2018
- Taylor UniversityAug 2017 to May 2018
- Twin Lakes NurseryMay 2017 to Aug 2017
- Taylor UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (IN, MI, 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
- 7122771
- Firm CRD
- 6413