Jonathan Donnaway
Jonathan Donnaway is a CFP-designated registered investment advisor at LPL Financial LLC, based in Durango, CO, with 20 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
1201 Main Ave Ste 100, Durango, CO, 81301
Get directionsHistory
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 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ica Group Wealth Management, LLC
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Farm Vp Management CORP.Broker
Edward JonesBroker
State Registrations19 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.