Jonathan Blakelock
Jonathan Blakelock is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kingwood, TX, with 23 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
1300 Stonehollow Drive, Kingwood, TX, 77339
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Edward Jones
Edward JonesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
American General Distributors, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations20 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.