Jonathan Hooker, financial advisor Fort Wayne IN

Jonathan Hooker

CRD Number: 6840037
Current Firm: Lpl Financial LLC

Jonathan Hooker (CRD# 6840037) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Wayne, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Fort Wayne, IN Jun 2021 - Current 2
Fort Wayne Metals Fort Wayne, IN Jul 2013 - May 2021 7
College Student/pfw Fort Wayne, IN Aug 2011 - Jan 2021 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Jonathan Hooker
Phone Number: 704-733-3300
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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