Jonathan D Barna
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
15 years in the industry.
- LPL Financial LLCMar 2025 to now
- Mai Capital Managment LLCJun 2022 to Mar 2025
- Equitable Advisors LLCJul 2021 to May 2022
- UnemployedMay 2021 to Jul 2021
- KeybankJun 2020 to Aug 2020
- StudentJan 2011 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7404505
- Firm CRD
- 6413