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JB
CFP
JB
CFP

Jonathan Blakelock

LPL Financial LLC
23 Years of Experience
Kingwood, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Blakelock is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kingwood, TX, with 23 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.

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

1300 Stonehollow Drive, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan operates Blakelock Financial Group as a DBA for his LPL business and is the owner of Triple T. Group for tax/investment purposes, dedicating full-time hours to it. He also co-owns Blakelock Real Estate Ventures LLC for real estate rentals and raises goats, dedicating minimal time to the real estate venture and about 10-20% of his time to raising goats.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2013 - February 2023 · 9 yrs 7 mos
Ameriprise Financial Services, LLC
July 2013 - February 2023 · 9 yrs 7 mos
Edward Jones
February 2007 - July 2013 · 6 yrs 5 mos
Edward JonesBroker
February 2007 - July 2013 · 6 yrs 5 mos
Citigroup Global Markets INC.
July 2006 - February 2007 · 7 mos
Citigroup Global Markets INC.Broker
July 2006 - February 2007 · 7 mos
VALIC Financial Advisors, INC.Broker
September 2003 - June 2006 · 2 yrs 9 mos
VALIC Financial Advisors, INC.
September 2003 - June 2006 · 2 yrs 9 mos
American General Distributors, INC.Broker
August 2003 - September 2003 · 1 mo
Salomon Smith Barney INC.Broker
October 2001 - May 2002 · 7 mos
State Registrations21 states
ALARAZCACOFLGAINLAMDMEMNNMNVNYOKORSCTNTXWY
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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