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JC
CFP
JC
CFP

Jonathan Casebolt

LPL Financial LLC
19 Years of Experience
Lubbock, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Casebolt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 19 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

8002 Abbeville Ave., Suite B, Lubbock, TX, 79424

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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 ActivitiesSells Insurance

Jonathan is involved with a family farm, serves as an elder at a church, and operates under the DBA Gaschen, Berlingeri & Casebolt. He also sells fixed annuities, life, health, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
October 2023 - July 2025 · 1 yr 9 mos
Cadaret, Grant & CO., INC.Broker
October 2023 - July 2025 · 1 yr 9 mos
Edward Jones
July 2007 - October 2023 · 16 yrs 3 mos
Edward JonesBroker
June 2007 - October 2023 · 16 yrs 4 mos
State Registrations6 states
FLINKSLANMTX
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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