Jonathan Weir
Jonathan Weir is a registered investment advisor at LPL Financial LLC, based in Buffalo, NY, with 24 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
208 Lancaster Avenue, Suite Mr, Buffalo, NY, 14222
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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 ActivitiesSells Insurance
Jonathan is the proprietor of Weir Financial Recourses, an insurance brokerage, selling various insurance products including life, health, and annuity products. He also works as a Senior Advisor for Association KeyEE Benefits, marketing executive benefits planning and related financial products, dedicating about a quarter of his time. Jonathan also spends minimal time as a sole proprietor for Weir Financial Consultants and is a Notary Public for the state of New York.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Park Avenue Securities LLCBroker
State Registrations4 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.