Jonathan HorstCRD 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|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|
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
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.