JK
JK

Jonathon Krikie

22 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance

Jonathon Krikie is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7455 Arroyo Crossing Pkwy #220, Ofc 245, Las Vegas, NV, 89113

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2004
Other Business ActivitiesSells Insurance

Jonathon works for Americana Financial Group, an insurance agency selling various insurance products, dedicating nearly full-time hours to this role. He also sells LegalShield and ID Shield, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
On Investment Management CO
March 2016 - August 2023 · 7 yrs 5 mos
The O.N. Equity Sales CompanyBroker
February 2016 - August 2023 · 7 yrs 6 mos
Park Avenue Securities LLC
October 2011 - March 2016 · 4 yrs 5 mos
Park Avenue Securities LLCBroker
September 2011 - March 2016 · 4 yrs 6 mos
Eagle Strategies LLC
July 2007 - September 2011 · 4 yrs 2 mos
Nylife Securities LLCBroker
April 2007 - September 2011 · 4 yrs 5 mos
Park Avenue Securities LLCBroker
January 2005 - March 2007 · 2 yrs 2 mos
Country Trust Bank
October 2003 - November 2004 · 1 yr 1 mo
Country Capital Management CompanyBroker
April 2003 - November 2004 · 1 yr 7 mos
State Registrations16 states
AKAZCACOFLILMONJNVOHPATNTXUTVAWI
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.