Jonathan Byers
Jonathan Byers is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 14 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
1025 Virginia Avenue, Atlanta, GA, 30354
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan operates his LPL business under the name Delta Community Retirement & Investment Services and also has a financial institution duty with Delta Community Credit Union. He also works with Ash Brokerage selling non-variable insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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