Jon StamperCRD Number: 7121233
Current Firm: Lpl Financial LLC
Jon Stamper (CRD# 7121233) is an Investment Advisor Representative working at Lpl Financial LLC in Hendersonville, TN and has over 3 years of experience in the finance industry.
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
Ubs Financial Services Inc.
|Lpl Financial LLC||Hendersonville, TN||May 2019 - Current||3|
|Matt Stamper, Cpa, Pc||Hendersonville, TN||Oct 2017 - Current||5|
|Blankenship Group Pllc||Brentwood, TN||Feb 2013 - Oct 2017||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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