Jonathan Ferrell, financial advisor Bluefield VA

Jonathan Ferrell

CRD Number: 4268501
Current Firm: Lpl Financial LLC

Jonathan Ferrell (CRD# 4268501) is an Investment Advisor Representative working at Lpl Financial LLC in Bluefield, VA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bluefield, VA Jun 2021 - Current 2
Wells Fargo Clearing Services, LLC Bluefield, VA Mar 2017 - May 2021 4
Bb&t Blacksburg, VA Apr 2016 - Mar 2017 < 1
Bbtis Charlotte, NC Apr 2016 - Mar 2017 < 1
First Bancorp Wytheville, VA Feb 2013 - Apr 2016 3
Infinex Investments, Inc. Wytheville, VA Feb 2013 - Apr 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan R. Ferrell
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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