Jonathan Suzio, financial advisor Shelby Township MI

Jonathan Suzio

CRD Number: 7314033
Current Firm: Lpl Financial LLC

Jonathan Suzio (CRD# 7314033) is an Investment Advisor Representative working at Lpl Financial LLC in Shelby Township, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Shelby Township, MI Nov 2020 - Current 1
Capstone Wealth Management Shelby Township, MI Nov 2020 - Current 1
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Discrete Audio And Video Plymouth, MI Jun 2016 - Sep 2016 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jonathan D. Suzio
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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