Jonathan Bridges
Jonathan Bridges is a CFP-designated registered investment advisor at Thirteen Twenty-Two Advisors, based in Ft. Worth, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1200 Summit Ave Ste 502, Ft. Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including DBAs for LPL business, real estate rental, an insurance agency, and a tax preparation/accounting firm. He also engages in speaking engagements and dedicates a few hours per week to tax prep/accounting and minimal time to speaking.
Employment History
Current Registrations
Thirteen Twenty-Two Advisors
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations37 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.