Jonathan Beaton, financial advisor Union City PA

Jonathan Beaton

CRD Number: 6753210
Current Firm: Lpl Financial LLC

Jonathan Beaton (CRD# 6753210) is an Investment Advisor Representative working at Lpl Financial LLC in Union City, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Andrew Alexander, financial advisor Union City PA
Andrew J. Alexander
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Christopher Allegretti, financial advisor Union City PA
Christopher P. Allegretti
CRD# 6679950
Hbks Wealth Advisors
Similar Advisors
Zachary Allegretti, financial advisor Union City PA
Zachary M. Allegretti
CRD# 6100972
Hbks Wealth Advisors
Company Name Location Dates Years
Lpl Financial LLC Erie, PA Jun 2018 - Current 3
Northwest Bank Erie, PA Jun 2018 - Current 3
Key Investment Services, LLC Cleveland, OH Jan 2018 - Jun 2018 < 1
Keybank Erie, PA Jan 2018 - Jun 2018 < 1
Key Investment Services, LLC Cleveland, OH Feb 2017 - Jan 2018 < 1
Keybank Erie, PA Feb 2017 - Jan 2018 < 1
Key Bank Erie, PA Nov 2016 - Feb 2017 < 1
Rbp Chemical Technology Milwaukee, WI Nov 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Jonathan T. Beaton
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.