Jonathan Moss is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 12 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
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan operates Integrity Wealth Partners as a DBA for his LPL business and as a Registered Investment Advisor. He also co-owns rental real estate and provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to these advisory roles.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations19 states
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