Jonathan
Dorsey

Lpl Financial LLC

CRD#5609770
Investment Advisor
in Christiansburg, VA

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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

Series 63, Series 66

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

100 Akers Farm Rd
Christiansburg, VA 24073

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

VA Average: 13
Total Number of Accounts

1,910,545

VA Average: 661
Average Account Size

$242,588

VA 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 Dorsey Work History

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

Summit Financial Services

2020 - 2020 (< 1 year)

Jp Morgan Securities, LLC

2020 - 2020 (< 1 year)

Jp Morgan Chase Bank, N.A

2018 - 2020 (2 years)

Raleigh County Animal Hospital

2017 - 2018 (1 year)

United Brokerage Services, Inc

2015 - 2017 (2 years)

Raymond James Financial Services,Inc

2015 - 2017 (2 years)

Raymond James Financial Services Advisors Inc

2015 - 2017 (2 years)

First Community Bank

2011 - 2015 (4 years)

Bbtis

Created with Highcharts 6.0.7

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

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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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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