John Bodnar
John Bodnar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
248 Columbia Turnpike, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John operates Bodnar Financial Advisors as a DBA for his LPL business and provides non-variable insurance. He also provides marketing services for Norton-LifeLock. Additionally, John is an advisor for Bodnar Financial Advisors, Inc., an independent investment firm, dedicating full-time hours to financial planning and consulting services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bodnar Financial Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
Chris Securities INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.