Jon Heller is a registered investment advisor at LPL Financial LLC, based in Juda, WI, with 28 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
W2903 Main Street, Juda, WI, 53550-0065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is the treasurer for Brodhead Youth Basketball Assoc, dedicating minimal time. He also operates BNG Investment Services as a DBA for his LPL business, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations19 states
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