Jonathan Petrie
Jonathan Petrie is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orchard Park, NY, with 11 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
6470 New Taylor Road, Orchard Park, NY, 14127
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling life, long-term care, and disability insurance products, dedicating about 10% of his time to this. He is also a partner in a lawn mowing business, spends minimal time as a financial advisor with ClearPlan Financial Inc, is an IAR with WNY Asset Management, and holds the CFP designation.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wny Asset Management, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations39 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.