Jonathan Moranchel
Jonathan Moranchel is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 20 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6000 E Evans Ave Ste 2-200, Denver, CO, 80222
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2025Judgment / Lien
July 2022Employment Separation After Allegations
October 2019Other Business ActivitiesSells Insurance
Jonathan sells term and health insurance, dedicating nearly full-time hours to this activity. He also manages Upstream Investment Partners and Akamai 5280 Tax Professionals LLC, along with several entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sigma Financial CorporationBroker
Spc
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations12 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.
Exams
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