Jonathan Dursteler
Jonathan Dursteler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cottonwood Heights, UT, with 4 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
6995 S Union Park Ctr Ste 300, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan operates his LPL business through Intermountain Financial Partners, dedicating about half his time. He also works as an adjunct instructor at USU and as a curriculum designer for Kitces.com, spending nearly full-time hours on the latter.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Adams Wealth Advisors
State Registrations2 states
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