Jonathan
Dorsey
Lpl Financial LLC
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About this Advisor
Jonathan Dorsey is a financial advisor based in Christiansburg, Virginia, working with Lpl Financial LLC. Jonathan has previously held positions at Bbtis, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, First Community Bank, United Brokerage Services, Inc, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Raleigh County Animal Hospital, Lpl Financial LLC, and Summit Financial Services. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in West Virginia. Currently, Jonathan is part of Lpl Financial LLC, which operates out of Christiansburg, Virginia. 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 Dorsey Work History
Lpl Financial LLC
Summit Financial Services
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Raleigh County Animal Hospital
United Brokerage Services, Inc
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
First Community Bank
Bbtis
Disclosures
Please visit the SEC profile of Jonathan Dorsey 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
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Warsaw, IN
Downers Grove, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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