Jonathan Mazur
Jonathan Mazur is a registered investment advisor at Luke Financial Company, LLC, based in Plano, TX, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 75 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In certain circumstances, the annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless otherwise requested by the Client.
Fee Estimator
Location
6860 N Dallas Parkway, Suite 200, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Jonathan is the sole proprietor of Jungletrek, a career services firm, spending a few hours per week on it. He is also an owner and insurance agent at Zachary Financial, LLC, selling life, health, and annuity insurance products, as well as fixed insurance products.
Employment History
Current Registrations
Luke Financial Company, LLC
Previous Registrations
Brookstone Capital Management LLC
Princor Financial Services Corporation
State Registrations1 state
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.