Jonathan Kleager
Jonathan Kleager is a registered investment advisor at LPL Financial LLC, based in Scottsbluff, NE, with 32 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1930 E 20th Pl Ste 200A, Scottsbluff, NE, 69361-2874
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2019Customer Dispute
April 2009Other Business Activities
Jonathan operates under the DBAs Kleager Financial and Kleager Financial Inc. for his LPL Financial securities business. Changing to an S corp structure takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
State Registrations31 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.
Exams
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