Jon Reynolds
Jon Reynolds is a registered investment advisor at LPL Financial LLC, based in Pascagoula, MS, 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
633 Delmas Ave. Suite B, Pascagoula, MS, 39567
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Jon operates Reynolds-Bradshaw & Associates as a DBA for his LPL business and is involved with MS CFS, selling non-variable insurance, dedicating minimal time to it. He also manages MS CFS, LLC for tax/investment purposes, spending about 10-20% of his time, engages in radio broadcasting, manages real estate rental through MiMIC Mississippi Management Investment Company, and is involved with WWR, LLC as a business entity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Asset Management, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations11 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.