Jonathan Chubak
Jonathan Chubak is a registered investment advisor at LPL Financial LLC, based in Woodmere, NY, with 20 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
Woodmere, NY
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Regulatory History (3)
Financial
February 2024Financial
January 2024Financial
January 2024Other Business Activities
Jonathan operates Broadway Advisors as a DBA for his LPL business. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.