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JD
CFP
JD
CFP

Jon Drinkwater

LPL Financial LLC
27 Years of Experience
Jupiter, FL
Broker
View SEC Summary
View SEC Summary

Jon Drinkwater is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jupiter, FL, with 27 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

601 Heritage Dr Ste 122, Jupiter, FL, 33458

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jon operates Drinkwater Wealth Management as a DBA for his LPL business since July 2024. This activity takes nearly all of his time.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLC
July 2008 - October 2024 · 16 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2008 - October 2024 · 16 yrs 3 mos
H&r Block Financial Advisors, INC.
October 2005 - July 2008 · 2 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
October 2005 - July 2008 · 2 yrs 9 mos
Ryan Beck & CO.
December 2002 - November 2005 · 2 yrs 11 mos
Ryan Beck & CO.Broker
December 2002 - November 2005 · 2 yrs 11 mos
Morgan Stanley
August 2001 - November 2002 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
H&r Block Financial Advisors, INC.Broker
October 1998 - August 2001 · 2 yrs 10 mos
State Registrations26 states
ALAZCACODEFLGAIDINMAMDMEMIMSNCNJNMNVNYOHPARITNTXVAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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