Jonathan Suzio (CRD# 7314033) is an Investment Advisor Representative working at Lpl Financial LLC in Shelby Twp, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Shelby Township, MI | Nov 2020 - Current | 3 |
Capstone Wealth Management | Shelby Township, MI | Nov 2020 - Current | 3 |
Farmer John's Greenhouse | Farmington Hills, MI | May 2020 - Dec 2020 | < 1 |
Unemployed | Livonia, MI | Jan 2020 - May 2020 | < 1 |
Calvin University | Grand Rapids, MI | Sep 2016 - Dec 2019 | 3 |
Varroc Lighting Systems | Plymouth, MI | May 2019 - Aug 2019 | < 1 |
City Of Livonia - Building Maintenance Department | Livonia, MI | Jun 2017 - Aug 2018 | 1 |
Discrete Audio And Video | Plymouth, MI | Jun 2016 - Sep 2016 | < 1 |
Adlai E. Stevenson High School | Livonia, MI | Sep 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MI
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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