Jonna Damiano is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 27 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
1216 S Grand Blvd, Spokane, WA, 99202-1135
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonna operates her LPL business under the DBA Fulcrum Financial Group since 2022. She is also a non-profit board member for Meade High School Booster Club and Cat Scramble Annual Golf Tournament.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ten Capital Wealth Advisors, LLC
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.