Jonathan Vila is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 18 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
2713 W Saint Isabel St, Tampa, FL, 33607
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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 operates Front Line Investment Advisors and Gradepoint Financial as DBAs for his LPL business, dedicating nearly full-time to Front Line Investment Advisors and minimal time to Gradepoint Financial. He is also a member/owner of a pickleball social club and involved with Back9, Capitas, and Gradepoint Insurance selling non-variable insurance, dedicating about 10-20% of his time. Finally, Jonathan has a business entity, WealthFusion, Inc., for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations7 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.