Jonathan O Edris
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCApr 2024 to now
- Jones Financial GroupMay 2023 to now
- Kampstra Wealth ManagmentMay 2022 to Aug 2022
- Osm WorldwideMay 2021 to Aug 2021
- Mount Saint Marys UniversityAug 2019 to May 2023
- Out Door Country ClubMar 2019 to Aug 2020
- UnemployedJan 2013 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7584006
- Firm CRD
- 6413