Jonathan Sycamore

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2019
  Sycamore Wealth Planning
  Salt Lake City, UT
• 01/2020 → 07/2022
  Proform Trading
  Lindon, UT
• 07/2022 → 12/2022
  Strategic Wealth Designers
  Louisville, KY
• 06/2023 → Present
  Lpl Financial Llc
  San Diego, CA
• 12/2022 → 06/2023
  N/A
  Houston, TX

Previous Registrations

• 2022-08-26 → 2023-01-06
  Strategic Wealth Investment Group, Llc
  Louisville, KY
  Houston, TX
• 2016-09-02 → 2019-02-18
  Sycamore Wealth Planning
  Salt Lake City, UT
• 2014-06-25 → 2016-01-19
  Cetera Wealth Services, Llc
  Seal Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-16
• S63 Uniform Securities Agent State Law Examination
  2008-10-23

Designations

• Certified Financial Planner

Other Names

• Jonathan Charles Sycamore