Jonathan Owenby
Jonathan Owenby is a registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, 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
5755 North Point Parkway #209, Alpharetta, GA, 30022
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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 involved in several business activities, including Owenby Jones Wealth Management, WealthCare Advisory Partners, and JOWM LLC, primarily focused on investment advisory and financial planning. He also engages in non-variable insurance sales through Highland Capital Brokerage, Financial Independence Group, and Vibe Insurance Services, dedicating a few hours per week to these activities.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
State Registrations17 states
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