Jonathan David Searle

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

• 04/2014 → 06/2019
  Northwestern Mutual Investment Services Llc
  Carlsbad, CA
• 04/2014 → 10/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → 10/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2019 → 04/2026
  Northwestern Mutual Investment Services, Llc
  Boise, ID
• 10/2019 → 05/2020
  Max Wilson
  Boise, ID
• 05/2020 → 04/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2020 → 04/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2026 → Present
  Lpl Financial, Llc
  Garden City, ID

Other Businesses

1. 04/2026 - CAID Financial - DBA for LPL Business (entity for LPL business) - Investment related - Boise ID 83714 - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 5/1/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-28

Designations

• Chartered Financial Consultant

Other Names

• Jonathan David Searle
• Jonathan David Searle
• Jonny Searle