James Jonathan Drinkwater
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 LLCApr 2026 to now
- Drinkwater Wealth ManagementApr 2026 to now
- UcfMay 2025 to May 2026
- One Way ValetMay 2025 to Sep 2025
- City of Winter ParkFeb 2025 to Mar 2025
- Lockheed MartinJan 2024 to Nov 2024
- City of Palm Beach GardensMar 2021 to Jan 2025
- Jupiter High SchoolAug 2019 to Jul 2022
- Chick-fil-a Northlake BlvdJul 2019 to Feb 2021
- Indpendence Middle SchoolJan 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8258653
- Firm CRD
- 6413