Jonathan Vogel
Jonathan Vogel is a registered investment advisor at LPL Financial LLC, based in Birmingham, AL, 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
200 Chase Park South Ste 108, Birmingham, AL, 35244
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Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
Jonathan is an insurance agent with Ash Brokerage, dedicating about 10-20% of his time to non-variable insurance sales. He also produces a podcast, is involved with illuminated ventures LLC and 20-20 Financial Services, and works as a musician.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Spc
Parkland Securities, LLCBroker
State Registrations8 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.