Jonathan Dinar
Jonathan Dinar is a registered investment advisor at LPL Financial LLC, based in Highlands Ranch, CO, with 7 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
9285 S Broadway Ave, Highlands Ranch, CO, 80129-5631
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business Activities
Jonathan is involved in real estate rentals through 2 Adams St Unit 1605 LLC and Rockhurst 403 LLC since 2017. He also works full-time with LPL Financial dba BMO Investment Services and BMO Investment Services, and is a notary since 2016.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
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.