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Johnathon Thomas

LPL Financial LLC
9 Years of Experience
Clackamas, OR
2 DisclosuresBroker
View SEC Summary
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Johnathon Thomas is a registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 9 years of industry experience. Johnathon 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8800 SE Sunnyside Rd, Ste 108N, Clackamas, OR, 97015

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2025
Final
Financial
September 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
August 2026 - Present · 2 mos
LPL Financial LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Waddell & Reed
May 2016 - November 2018 · 2 yrs 6 mos
Waddell & ReedBroker
July 2012 - November 2018 · 6 yrs 4 mos
First Investors CorporationBroker
April 2010 - July 2012 · 2 yrs 3 mos
State Registrations1 state
OR
AdvisorBrokerBoth

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
No exam information available for this advisor.
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