Jonathan Owens
Jonathan Owens is a registered investment advisor at LPL Enterprise, LLC, based in Indianapolis, IN, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240
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Regulatory History (1)
Customer Dispute
May 2016Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Oneamerica Securities, INC.Broker
Signator Investors, INC.Broker
New England SecuritiesBroker
MML Investors Services, LLCBroker
State Registrations22 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.