Jonathan Hayes
Jonathan Hayes is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, 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
607 Cascade W Parkway 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.