Jonathan Lipchin
Jonathan Lipchin is a registered investment advisor at Commonwealth Financial Network, based in Columbia, MD, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
10440 Little Patuxent Parkway,, Suite 327, Columbia, MD, 21044
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2006Customer Dispute
February 2003Other 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
Commonwealth Financial NetworkBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Securities, INC.Broker
Ffp Advisory Services INC
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Olde Discount CorporationBroker
State Registrations18 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.