Jonathon Mcfall
Jonathon Mcfall is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 10 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
1122 Grand Avenue, West Des Moines, IA, 50265
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Regulatory History (2)
Criminal
July 2013Criminal
August 2008Other Business ActivitiesSells Insurance
Jonathon is an insurance agent selling life insurance through Voya Financial, dedicating minimal time to this role. He also manages McFall Financial LLC to organize his business for taxes, spending minimal time on this. Jonathon is also a board member and Vice President of Creative Visions, a non-profit organization.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Capital Financial Services, INC.Broker
State Registrations21 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.