Jonathan Blount
Jonathan Blount is a registered investment advisor at LPL Financial LLC, based in Ruston, LA, with 16 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
500 Dan Reneau Dr, Ste 1, Blount Financial Stewards, Ruston, LA, 71270
Get directionsHistory
Regulatory History (1)
Criminal
May 2000Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including his LPL business, an insurance agency, bookkeeping, a business entity for tax/investment purposes, music lessons and a band, substitute school bus driving, a ministry, and sports officiating. He dedicates a significant amount of time to his LPL business (full-time) and a few hours per week to the other activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
PFS Investments INC.Broker
State Registrations6 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.