Jonathan Horst, financial advisor Mill Valley CA
81 score

Jonathan Horst

CRD Number: 5558494
Current Firm: Lpl Financial LLC

Jonathan Horst (CRD# 5558494) is an Investment Advisor Representative working at Lpl Financial LLC in Mill Valley, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Francisco, CA Jan 2013 - Current 3
Unemployed San Francisco, CA Sep 2012 - Dec 2012 < 1
Axa-advisors, LLC New York, NY Aug 2012 - Aug 2012 < 1
Unemployed San Francisco, CA May 2012 - Jul 2012 < 1
Morgan Stanley Smith Barney Walnut Creek, CA Jan 2012 - May 2012 < 1
Citizen Cake San Francisco, CA Oct 2011 - Dec 2011 < 1
Unemployed San Francisco, CA Jul 2011 - Oct 2011 < 1
Dalvay Resort Dalvay, May 2011 - Jun 2011 < 1
Holland College Charlottetown, Sep 2010 - Apr 2011 < 1
Waddell & Reed, Inc. Denver, CO Jul 2008 - Jun 2010 1
Unemployed Denver, CO May 2008 - Jul 2008 < 1
Bondi & Co Englewood, CO Dec 2007 - May 2008 < 1
Well Balanced Accounting Denver, CO Jul 2007 - Dec 2007 < 1
Zick Business Advisors Englewood, CO May 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan D. Horst
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
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
81

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