Jonathan Whitver
Jonathan Whitver is a registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 9 years of industry experience. Jonathan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2626 S Oneida Street, Appleton, WI, 54915
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business ActivitiesSells Insurance
Jonathan is an insurance agent for Banker's Life and Casualty Company, also appointed with KFA to sell various insurance products, dedicating nearly full-time hours to this role. He is also the sole member of JOSA Wealth Management LLC to manage cash flow and income from insurance commissions, spending about half his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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.
Exams
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