Alexander Jordan Mongan
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCAug 2025 to now
- DominosJun 2024 to now
- Next Financial GroupMar 2025 to Aug 2025
- The Vanguard Group, Inc.May 2023 to Mar 2025
- H&r BlockJan 2023 to Apr 2023
- First Commonwealth BankJun 2022 to May 2023
- Specialty Tires of AmericaMay 2019 to Jun 2022
- SheetzDec 2018 to Jun 2019
- Veterans AffairsMay 2015 to May 2018
- Indiana University of PennsylvaniaJan 2014 to May 2018
- United States ArmyApr 2013 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7727567
- Firm CRD
- 6413