Jonathan Moranchel
Jonathan Moranchel is a registered investment advisor at LPL Financial LLC, based in Denver, CO, 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
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.