TrueAdvisor
TrueAdvisor
JL
JL

Jonathan Lipchin

Commonwealth Financial Network
33 Years of Experience
Columbia, MD
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Lipchin is a registered investment advisor at Commonwealth Financial Network, based in Columbia, MD, with 33 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10440 Little Patuxent Parkway,, Suite 327, Columbia, MD, 21044

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2006
Closed-No Action
Customer Dispute
February 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jonathan is involved in fixed insurance sales since February 2025, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
February 2025 - Present · 1 yr 8 mos
Commonwealth Financial NetworkBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - February 2025 · 11 mos
Cetera Advisors LLCBroker
August 2017 - February 2025 · 7 yrs 6 mos
Cetera Advisors LLC
August 2017 - March 2024 · 6 yrs 7 mos
Founders Financial Securities LLCBroker
June 2009 - August 2017 · 8 yrs 2 mos
Founders Financial Securities, LLC
June 2009 - August 2017 · 8 yrs 2 mos
First Allied Securities, INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
First Allied Advisory Services, INC.
January 2007 - June 2009 · 2 yrs 5 mos
Ffp Securities, INC.Broker
May 2006 - May 2008 · 2 yrs
Ffp Advisory Services INC
May 2006 - January 2007 · 8 mos
Aig Financial Advisors, INC.
October 2005 - May 2006 · 7 mos
Aig Financial Advisors, INC.Broker
October 2005 - May 2006 · 7 mos
Sunamerica Securities, INC.
January 2001 - October 2005 · 4 yrs 9 mos
Sunamerica Securities, INC.Broker
January 2000 - October 2005 · 5 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1997 - January 2000 · 3 yrs
Olde Discount CorporationBroker
May 1993 - January 1997 · 3 yrs 8 mos
State Registrations18 states
CADEFLGALAMAMDMNNCNJNYORPASCTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Columbia, MD →All financial advisors in Maryland →