Jonathan Schonfeld
Jonathan Schonfeld is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 17 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
3601 Green Rd Ste 100, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2025Judgment / Lien
October 2021Judgment / Lien
July 2021Other 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.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
LPL Financial LLC
LPL Financial Corporation
New England Securities Corporation
New England SecuritiesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations11 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.