Jonathan Robert Schonfeld

LPL Financial LLC

17 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History (3)

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Judgment / Lien

August 2025

Judgment / Lien

October 2021

Judgment / Lien

July 2021

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jonathan operates under Schonfeld Financial Services and The Tyler-Stone Group, both DBAs for his LPL business. He also sells non-variable insurance products, including life, health, disability, LTC, and fixed annuities, dedicating a few hours per week to this activity.