Jonathan Vernacchio
Jonathan Vernacchio is a registered investment advisor at LPL Financial LLC, based in Brentwood, PA, 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
330 Towne Square Way, Brentwood, PA, 15227
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 Registrations10 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.