JF
JF

John Fitchett

18 Years of Experience
Fairfax, VA
2 DisclosuresBroker

John Fitchett is a registered investment advisor at LPL Financial LLC, based in Fairfax, VA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

9990 Fairfax Blvd Ste 560, Fairfax, VA, 22030

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2023
Financial
May 2016
Final
Other Business Activities

John operates under the DBA SymWealth for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Morgan Stanley
February 2019 - March 2021 · 2 yrs 1 mo
Morgan StanleyBroker
February 2019 - March 2021 · 2 yrs 1 mo
Cuso Financial Services, L.P.Broker
September 2017 - January 2019 · 1 yr 4 mos
Cuso Financial Services, L.P.
September 2017 - January 2019 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - September 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - September 2017 · 9 mos
Suntrust Advisory Services LLC
September 2016 - December 2016 · 3 mos
Suntrust Investment Services, INC.
July 2014 - December 2016 · 2 yrs 5 mos
Suntrust Investment Services, INC.Broker
July 2014 - December 2016 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
November 2013 - July 2014 · 8 mos
Wells Fargo Advisors, LLC
November 2013 - July 2014 · 8 mos
Capital One Financial Advisors LLC
April 2010 - November 2013 · 3 yrs 7 mos
Capital One Investment Services LLCBroker
April 2010 - November 2013 · 3 yrs 7 mos
Chevy Chase Financial Services
November 2008 - May 2010 · 1 yr 6 mos
Chevy Chase Financial ServicesBroker
May 2007 - May 2010 · 3 yrs
State Registrations3 states
DCMDVA
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.