Jonathan Hoskins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Urbana, OH, 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
601 Scioto Street, Urbana, OH, 43078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works for Citizens Wealth Management and Civista Investments. He spends most of his time (65%) on bank duties at Citizens Wealth Management, and about 10-20% of his time as a trust officer at Citizens Wealth Management and with Civista Investments.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
The Huntington Investment CompanyBroker
State Registrations16 states
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