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JP
CFP
JP
CFP

Jonathan Poure

LPL Financial LLC
20 Years of Experience
Salt Lake City, UT
Broker
View SEC Summary
View SEC Summary

Jonathan Poure is a CFP-designated 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One South Main Street, Salt Lake City, UT, 84133

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathan is a manager/business development officer for Zions Trust and Zions Capital Advisors, dedicating minimal time to each. He also owns a vacation rental property and operates NB|AZ Wealth Advisors and Zions Wealth Advisors as DBAs for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
LPL Financial LLC
March 2015 - January 2018 · 2 yrs 10 mos
Zions Capital Advisors, INC.
April 2010 - March 2015 · 4 yrs 11 mos
Zions Direct, INC.Broker
April 2010 - March 2015 · 4 yrs 11 mos
Vanguard Marketing CorporationBroker
July 2006 - April 2010 · 3 yrs 9 mos
State Registrations14 states
AZCACOFLIAKSLAMINJNVNYTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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