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Jonas Everett

LPL Financial LLC
31 Years of Experience
Cedar Rapids, IA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jonas Everett is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 31 years of industry experience. Jonas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

3600 1st Avenue NE, Suite 100, Cedar Rapids, IA, 52402

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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
April 2026
Pending
Customer Dispute
March 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
August 2018 - Present · 8 yrs 2 mos
LPL Financial LLCBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2008 - September 2018 · 10 yrs 3 mos
Cambridge Investment Research, INC.Broker
June 2008 - September 2018 · 10 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2006 - June 2008 · 2 yrs 3 mos
National Planning CorporationBroker
November 2001 - June 2008 · 6 yrs 7 mos
Locust Street Securities, INC.Broker
February 1997 - November 2001 · 4 yrs 9 mos
The Advisors Group, INC.Broker
October 1996 - January 1997 · 3 mos
1717 Capital Management CompanyBroker
March 1996 - November 1996 · 8 mos
John Hancock Distributors, INC.Broker
November 1993 - January 1995 · 1 yr 2 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1993 - January 1995 · 1 yr 2 mos
State Registrations39 states
ALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMIMNMOMTNCNENMNVNYOHOKORPASDTNTXUTVTWAWIWY
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.
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