Jonathan Dewar
Jonathan Dewar is a registered investment advisor at LPL Financial LLC, based in Raleigh, NC, 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
2840 Plaza Pl Ste 206, Raleigh, NC, 27612
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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 under several DBAs, including LLG Financial Wealth Management & Planning and Retirement Geeks. He is also the President/Owner of The Legacy Life Group, which encompasses his insurance and financial services activities, and spends about half his time on this. Jonathan also dedicates minimal time to real estate rentals and online referrals.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
State Registrations13 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.