Jonathan Dorsey, financial advisor Christiansburg VA

Jonathan Dorsey

CRD Number: 5609770
Current Firm: Lpl Financial LLC

Jonathan Dorsey (CRD# 5609770) is an Investment Advisor Representative working at Lpl Financial LLC in Christiansburg, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Beckley, WV Oct 2020 - Current 3
Summit Financial Services Beckley, WV Oct 2020 - Current 3
Jp Morgan Securities, LLC Buckhannon, WV Feb 2020 - Oct 2020 < 1
Jp Morgan Chase Bank, N.a. Buckhannon, WV Feb 2020 - Oct 2020 < 1
Raleigh County Animal Hospital Beckley, WV Feb 2018 - Jan 2020 1
United Brokerage Services, Inc. Beckley, WV May 2017 - Feb 2018 < 1
Raymond James Financial Services,inc Bluefield, WV Mar 2015 - May 2017 2
Raymond James Financial Services Advisors Inc. Bluefield, WV Mar 2015 - May 2017 2
First Community Bank Beckley, WV Mar 2015 - May 2017 2
Bbtis Princeton, WV Nov 2011 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Jonathan Dorsey
Phone Number: 704-733-3300
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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