Jonathan Dinar is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 7 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
2 Steele St, Denver, CO, 80206
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.
Exams
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