Jonas Everett
Jonas Everett is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 31 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
3600 1st Avenue NE, Suite 100, Cedar Rapids, IA, 52402
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Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Jonas is involved in several business activities, including Premier Investments of Iowa Inc. where he spends nearly all of his time, and Premier Investments & Wealth Management where he spends full-time hours. He also sells non-variable insurance products such as life insurance, LTC, and fixed annuities, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Locust Street Securities, INC.Broker
The Advisors Group, INC.Broker
1717 Capital Management CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations39 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.