Jonathan Stano, financial advisor Sterling Heights MI
96 score

Jonathan Stano

CRD Number: 5360074
Current Firm: Lpl Financial LLC

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.

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Professional Designations
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
Contact Info for Jonathan E. Stano
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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