Jonathan Peck
Jonathan Peck is a registered investment advisor at Lincoln Investment, based in Cranford, NJ, with 28 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
31 South Ave W., Cranford, NJ, 07016
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2001Other Business ActivitiesSells Insurance
Jonathan is an agent for American General, VOYA, and Genworth, selling life and disability insurance since 2002. This activity requires minimal time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Underwriters Equity CorporationBroker
Brecek & Young Advisors, INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations10 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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