Jon Thompson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 24 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
17806 I-10 W Promenade 1, Ste 120, San Antonio, TX, 78257
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon operates Genesis Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also owns residential real estate through Sans Enterprises LLC, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
State Registrations27 states
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