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Jonathon Mcfall

LPL Financial LLC
11 Years of Experience
West Des Moines, IA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathon Mcfall is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 11 years of industry experience. Jonathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1122 Grand Avenue, West Des Moines, IA, 50265

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 2013
Final Disposition
Criminal
August 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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 LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
August 2020 - July 2025 · 4 yrs 11 mos
Cadaret, Grant & CO., INC.Broker
August 2020 - July 2025 · 4 yrs 11 mos
Sagepoint Financial, INC.
May 2017 - August 2020 · 3 yrs 3 mos
Sagepoint Financial, INC.Broker
December 2016 - August 2020 · 3 yrs 8 mos
Capital Financial Services, INC.Broker
June 2015 - December 2016 · 1 yr 6 mos
State Registrations23 states
AKARAZCACOFLIAIDILKSMEMIMNMOMSMTNENVOKORTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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