Jonathan Lakin is a CFA, CFP-designated registered investment advisor, based in Addison, TX, with 15 years of industry experience.
Location
15851 Dallas Pkwy, Suite 600, Office 631, Addison, TX, 75001
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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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Wealth Enhancement Brokerage Services, LLC
September 2024 - Present · 1 yr 8 mos
Wealth Enhancement Advisory Services, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
July 2020 - February 2022 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
July 2020 - February 2022 · 1 yr 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - April 2020 · 1 yr 9 mos
Strategic Advisers LLC
September 2009 - July 2018 · 8 yrs 10 mos
Fidelity Brokerage Services LLCBroker
January 2008 - April 2020 · 12 yrs 3 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.