Jonathan Marzano
Jonathan Marzano is a registered investment advisor at LPL Financial LLC, based in Clemmons, NC, 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
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.