Jonathan Swerdloff is a registered investment advisor at LPL Financial LLC, based in Davidsonville, MD, with 33 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
Davidsonville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan operates under the DBA Jonathan Swerdloff, PA for his LPL business since September 2022. He also provides tax preparation, accounting, and CPA services since 1991, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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