Jonathan Hayes
Jonathan Hayes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 18 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
607 Cascade W Pkwy Se, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Jonathan operates under the DBAs Mosaic Wealth Management and Five Lakes Wealth Management for his LPL business, dedicating about a quarter of his time to Mosaic Wealth Management. He also has JH Financial LLC and Mosaic Ventures, LLC for tax/investment purposes, spending minimal time on Mosaic Ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations15 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.
Exams
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