Jonathan Whitver
Jonathan Whitver is a registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 9 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
2626 S Oneida Street, Appleton, WI, 54915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other 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 LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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.