Jonathan Hoskins, financial advisor Dayton OH
90 score

Jonathan Hoskins

CRD Number: 4624146
Current Firm: Lpl Financial LLC

Jonathan Hoskins (CRD# 4624146) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, OH and has 1 year of experience in the finance industry. Jonathan Hoskins 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
Lpl Financial LLC Urbana, OH Jul 2011 - Current 5
Uvest Financial Services Group, Inc. Charlotte, NC May 2008 - Current 8
The Citizens Banking Company Charlotte, NC May 2008 - Current 8
Huntington Investment Company Columbus, OH Jan 2003 - Apr 2008 5
Huntington National Bank Columbus, OH Oct 2002 - Apr 2008 5

Jonathan Hoskins has no recent exams reported.
Contact Info for Jonathan D. Hoskins
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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