Jonathan Meczywor, financial advisor Pittsfield MA
93 score

Jonathan Meczywor

CRD Number: 5561246
Current Firm: Lpl Financial LLC

Jonathan Meczywor (CRD# 5561246) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Pittsfield, MA Aug 2009 - Current 7
Unemployed Pittsfield, MA Feb 2009 - Aug 2009 < 1
Merrill Lynch Pittsfield, MA Jun 2008 - Feb 2009 < 1
Evergreen Investments Boston, MA Sep 2006 - Jun 2008 1
Restaurant Associates Boston, MA Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Jonathan L. Meczywor
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MA
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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