Jonathan Zemaitis
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCMar 2024 to now
- Oak Partners Inc.Feb 2024 to now
- Walsh Construction Co.May 2023 to Feb 2024
- Vincere Wealth ManagementJan 2023 to Apr 2023
- Teachers Credit Union (now Everwise Credit Union)May 2022 to Dec 2022
- Butler Bulldog ClubSep 2021 to Mar 2023
- Oak Partners Inc.May 2020 to Aug 2020
- Butler UniversityAug 2019 to May 2023
- Andrean High SchoolAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7267302
- Firm CRD
- 6413