JL
JL
Jonathan Larson
18 Years of Experience
Chicago, IL
1 DisclosureBroker
Jonathan Larson is a registered investment advisor at Siebert Advisornxt, LLC., based in Chicago, IL, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
43 advisors
Number of Clients
786 clients
Average Client Portfolio
$366K average
Assets Under Management
$287.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
303 E Wacker Drive, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014Settled
Employment History
Current Registrations
Siebert Advisornxt, LLC.
May 2025 - Present · 1 yr
Muriel Siebert & CO., LLC
February 2025 - Present · 1 yr 3 mos
Muriel Siebert & CO., LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Morgan Stanley
September 2023 - April 2024 · 7 mos
Morgan StanleyBroker
March 2023 - April 2024 · 1 yr 1 mo
E*trade Capital Management, LLC
March 2009 - September 2023 · 14 yrs 6 mos
E*trade Securities LLCBroker
August 2006 - September 2023 · 17 yrs 1 mo
State Registrations52 states
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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.