Jon Davidson is a registered investment advisor at LPL Financial LLC, based in Cazenovia, NY, with 52 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
Cazenovia, NY
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Regulatory History (1)
Customer Dispute
Other Business Activities
Jon is the sole owner of Windmill Associates LLC, a 32-unit apartment complex, since 1983. He supervises the on-site manager, makes financial decisions, handles the books, and makes decisions regarding tenants, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Bache Halsey Stuart INC.Broker
E. F. Hutton & Company INCBroker
State Registrations15 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.