Jonathan Miles is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 14 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
8181 S. Tamiami Trail, Sarasota, FL, 34231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the owner and sole proprietor of Sand Dollar Design LLC dba The Ceiling Guys, a finish carpentry business installing woodworking in residential properties, since 2017. He dedicates about 10-20% of his time to this business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Southport Capital
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Essex National Securities, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.