Jonathan Marzano
Jonathan Marzano is a registered investment advisor at LPL Financial LLC, based in Clemmons, NC, with 25 years of industry experience. Jonathan 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
2625 Neudorf Road, Suite 400, Clemmons, NC, 27012
Get directionsHistory
Regulatory History (1)
Criminal
October 1993Other Business ActivitiesSells Insurance
Jonathan operates his LPL business through Marzano Capital Group, dedicating most of his time to it. He is also an IAR with Independent Advisor Alliance and spends minimal time on non-variable insurance through LTCI Partners.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations18 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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