Jonathon Lynn
Jonathon Lynn is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 22 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
Get directionsHistory
Regulatory History (1)
Criminal
August 1984Other Business ActivitiesSells Insurance
Jonathon is an employee of The Vanguard Group and president of Jonathon Lynn and Associates, an insurance business generating commission trails. He also acts as trustee for six immediate family members, dedicating minimal time to each role.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Transamerica Financial Resources, INC.Broker
Sentra Securities CorporationBroker
State Registrations4 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.