Jonathan Lapine, financial advisor Akron OH
89 score

Jonathan Lapine

CRD Number: 6208604
Current Firm: Valmark Advisers, Inc.

Jonathan Lapine (CRD# 6208604) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 2 years of experience in the finance industry. Jonathan Lapine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jan 2014 - Current 2
Valmark Securities, Inc. Akron, OH Jun 2013 - Current 3
Cardinal Health Dublin, OH Aug 2011 - Jun 2013 1
Nationwide Insurance Columbus, OH Sep 2007 - Aug 2011 3
The Ohio State University Columbus, OH Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jonathan G. Lapine
Phone Number: 800-765-5201
Registered State(s):
  • AZ
  • FL
  • KY
  • PA
  • CA
  • NJ
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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