Jonathan Stano (CRD# 5360074) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling Heights, MI and has over 5 years of experience in the finance industry. Jonathan Stano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6002011
Pathway Financial Planning
Score
105
CRD# 6177716
Plante Moran Financial Advisors
Score
103
CRD# 5345272
Integrated Capital Management
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Catholic Credit Union | Sterling Heights, MI | Feb 2018 - Current | < 1 |
| Lpl Financial LLC | Sterling Heights, MI | Feb 2018 - Current | < 1 |
| Fintrust Brokerage Services, LLC | Greenville, SC | Jul 2012 - Jan 2018 | 5 |
| Dehollander & Janse Financial Group | Greenville, SC | Feb 2012 - Jul 2012 | < 1 |
| Manpower Group | Greenville, SC | Jan 2012 - Feb 2012 | < 1 |
| Clemson University | Clemson, SC | Aug 2010 - Dec 2011 | 1 |
| Fluor | Greenville, SC | Jun 2011 - Aug 2011 | < 1 |
| Vantage Financial Partners Limited | Arlington Heights, IL | Jul 2008 - Jul 2010 | 2 |
| Unemployed | Shelby Township, MI | May 2008 - Jun 2008 | < 1 |
| College Student | Mount Pleasant, MI | Aug 2004 - May 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MI
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Total Assets Under Management117,248MILLIONS
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Total Number of Accounts551,780ACCOUNTS
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Average Account Value$212,490
- 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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