Johnpaul Lonardo is a registered investment advisor at Mariner Advisor Network, based in San Jose, CA, with 20 years of industry experience. Johnpaul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
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Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
San Jose, CA
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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.
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Johnpaul provides investment advisory services through Mariner Independent Advisor Network LLC, starting in May 2023. This activity takes nearly full-time hours.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pfg Advisors
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Edward JonesBroker
State Registrations24 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.