Jonathan
Cummings

Lpl Financial LLC

CRD#2715296
Investment Advisor
in Hurst, TX

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About this Advisor

Jonathan Cummings is a financial advisor based in Hurst, Texas with a total of 3 years of relevant experience. Cummings is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Securities America, Inc, Securities America Advisors, Inc, Lpl Financial, LLC, Investacorp, Inc and Investacorp Advisory Services. Cummings maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets among its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC offers a number of services, such as 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. A financial advisor's fees usually vary depending on which service is provided. Fees billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

860 Airport Fwy Ste 601
Hurst, TX 76054

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

TX Average: $646,059,043
Total Number of Employees

31,366

TX Average: 13
Total Number of Accounts

1,688,501

TX Average: 661
Average Account Size

$217,956

TX Average: $977,396

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 Cummings Work History

Jonathan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Securities America, Inc

2020 - 2020 (< 1 year)

Securities America Advisors, Inc

2009 - 2020 (11 years)

Investacorp, Inc

2009 - 2020 (11 years)

Investacorp Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Cummings 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

Eric Matthews
Fort Mill, SC
Mark Fierro
Fair Oaks, CA
Gregory Yuen
Aptos, CA
Warren Vandiver
Newark, DE
Chad Taylor
San Diego, CA
Yves Roussel
Newark, NJ
Kathi Otero
Boca Raton, FL
John Lawson
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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