Jonathan Ferrell
Jonathan Ferrell is a registered investment advisor at LPL Financial LLC, based in Bluefield, VA, 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
Westwood Medical Park, #2, Bluefield, VA, 24605
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Jonathan operates his LPL business under the DBA CF Sterling Wealth Management, LLC. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.