Jonathan Fredericks
Investment adviser representative at LPL Financial LLC
8 yearsExperience
2 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
8 years in the industry.
- LPL Financial LLCAug 2024 to now
- Redstone Brokerage SevicesAug 2024 to now
- First Horizon BankJan 2024 to Jul 2024
- LPL Financial, LLCMar 2022 to Oct 2023
- Monterey Peninsula Country ClubAug 2019 to Feb 2022
- Pebble Beach Golf LinksMay 2018 to Jul 2019
- Cherokee Town & Country ClubFeb 2018 to May 2018
- East Lake Golf ClubJun 2017 to Feb 2018
- Augusta National Golf ClubMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 7531859
- Firm CRD
- 6413