Jonathan Harel is a CFP-designated registered investment advisor at LPL Financial LLC, based in The Woodlands, TX, with 25 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
2001 Timberloch Ste 500 5137, The Woodlands, TX, 77380
Get directionsHistory
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 Activities
Jonathan operates his LPL business through Future Forward Financial, LLC, dedicating full-time hours to it. He also provides financial services consulting through Guidepoint and Third Bridge Group, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.