Jonathan
West
Lpl Financial LLC
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About this Advisor
Jonathan West is a financial advisor based in Long Beach, California, working with Lpl Financial LLC. Jonathan has previously held positions at Capstone Partners, Allergan Pharmaceuticals, Prudential, Kestra Financial, Inc, Sii Invesments, Inc, and Lpl Financial LLC. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Jonathan is part of Lpl Financial LLC, which operates out of Long Beach, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan West Work History
Lpl Financial LLC
Kestra Financial, Inc
Sii Invesments, Inc
Prudential
Capstone Partners
Allergan Pharmaceuticals
Disclosures
Please visit the SEC profile of Jonathan West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Downers Grove, IL
Abingdon, VA
Murfreesboro, TN
Victor, ID
Scottsdale, AZ
Eugene, OR
Fort Dodge, IA
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