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. 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
420 E. South Temple, Suite 312, Salt Lake City, UT, 84111
Get directionsHistory
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 LLCBroker
LPL Financial LLC
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 Registrations10 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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