Jonathan David stanley Suzio
Investment adviser representative at LPL Financial LLC
4 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
4 years in the industry.
- Capstone Wealth ManagementNov 2020 to now
- LPL Financial LLCNov 2020 to now
- Farmer John's GreenhouseMay 2020 to Dec 2020
- UnemployedJan 2020 to May 2020
- Varroc Lighting SystemsMay 2019 to Aug 2019
- City of Livonia - Building Maintenance DepartmentJun 2017 to Aug 2018
- Calvin UniversitySep 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7314033
- Firm CRD
- 6413