Jonathan David Boone
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCDec 2025 to now
- Dfcu Financial CuDec 2025 to now
- J.P. Morgan Securities LLCMay 2024 to Nov 2025
- JPMorgan Chase Bank, N.A.May 2024 to Nov 2025
- Edward JonesMar 2022 to Apr 2024
- United Wholesale MortgageJan 2021 to Mar 2022
- ShinolaNov 2020 to Jan 2021
- LocktonJun 2020 to Aug 2020
- Native Home Property and InvestmentFeb 2020 to Apr 2024
- General MotorsJan 2020 to Mar 2020
- SyllabusJan 2019 to Dec 2019
- UnemployedJan 2017 to Dec 2018
- Banza PastaJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7518839
- Firm CRD
- 6413