Jonathan Lawton
Jonathan Lawton is a CFP-designated registered investment advisor at Openair Financial, LLC, based in Dallas, TX, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,040 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Location
17000 Dallas Parkway, Suite 102, Dallas, TX, 75248
Get directionsHistory
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 is an insurance agent selling insurance through Openair Advisory since 2019. This activity requires a few hours per week, including during securities trading hours.
Employment History
Current Registrations
Openair Financial, LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Lake Point Wealth Management, LLC
Comerica SecuritiesBroker
Comerica Securities
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.