Jonathan Lovecchio (CRD# 719684) is an Investment Advisor Representative working at Lpl Financial LLC in Utica, NY and has over 24 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Utica, NY | Jul 2023 - Current | < 1 |
| Cadaret, Grant & Company, Inc. | Utica, NY | May 2005 - Current | 19 |
| Mainstay Financial | Utica, NY | Jan 1998 - Current | 26 |
| New Hartford Property Management | Utica, NY | Jan 1997 - Current | 27 |
| Jon Lovecchio Financial | Utica, NY | Jan 1986 - Current | 38 |
| Simplifile Claim Service | Utica, NY | Jan 1980 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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