Jon Wych is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 26 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1152 W. Pioneer Parkway, Arlington, TX, 76013
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business Activities
Jon operates under the DBA Investors Solutions for his LPL business since October 2024. He also works as a notary in Arlington, TX, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Southern Farm Bureau Fund Distributor, INC.Broker
State Registrations19 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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