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CFP
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CFP

Jonathan Donnaway

LPL Financial LLC
21 Years of Experience
Durango, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Donnaway is a CFP-designated registered investment advisor at LPL Financial LLC, based in Durango, CO, with 21 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
—
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Location

1201 Main Ave Ste 100, Durango, CO, 81301

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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 sells life insurance and fixed annuities, dedicating about 10-20% of his time to this activity. He also operates as Investment Center Advisor Group, a DBA for his LPL business, and provides investment advisory services through ICA Group Wealth Management, LLC, spending about 10-20% of his time on each.

Employment History
Current Registrations
LPL Financial LLC
June 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 2022 - September 2022 · 3 mos
Ica Group Wealth Management, LLC
March 2022 - September 2024 · 2 yrs 6 mos
LPL Financial LLC
November 2017 - June 2022 · 4 yrs 7 mos
Investment Centers of America, INC.
October 2007 - November 2017 · 10 yrs 1 mo
Investment Centers of America, INC.Broker
September 2007 - November 2017 · 10 yrs 2 mos
State Farm Vp Management CORP.Broker
April 2004 - February 2006 · 1 yr 10 mos
Edward JonesBroker
January 2003 - July 2003 · 6 mos
State Registrations20 states
ALAZCACOINLAMIMONCNMNYOHOKORSCTNTXUTVAWI
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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