Jonathan Hatch
Jonathan Hatch is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, 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
420 E. South Temple Suite 312, Salt Lake City, UT, 84111
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Jonathan co-owns rental real estate and spends minimal time on it. He also has a pass-through entity, Jonathan B. Hatch, LLC, for insurance commissions and other tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Lincoln Financial Securities CorporationBroker
State Registrations9 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.