Jonathan Vernacchio
Jonathan Vernacchio is a registered investment advisor at LPL Financial LLC, based in Mcmurray, PA, 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
465 Valleybrook Rd, Mcmurray, PA, 15317
Get directionsHistory
Regulatory History (2)
Financial
July 2020Financial
June 2020Other Business Activities
Jonathan is the owner of The Discount Closet LLC. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
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.