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Jonathan Martinez Cervantes

LPl Financial LLC

San Mateo, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-16
  • CA RA
    APPROVED
    Since 2025-07-16

Branch Locations

1900 S Norfolk St Ste 350, San Mateo, CA 94403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial San Jose CA 10/2021 05/2023
Pace Supply Corp. Santa Clara CA 08/2013 09/2021
Ameriprise Financial Services, Llc San Jose CA 06/2023 Present
Lpl Financial San Mateo CA 07/2025 Present
  • 10/2021 → 05/2023
    Ameriprise Financial
    San Jose, CA
  • 08/2013 → 09/2021
    Pace Supply Corp.
    Santa Clara, CA
  • 06/2023 → Present
    Ameriprise Financial Services, Llc
    San Jose, CA
  • 07/2025 → Present
    Lpl Financial
    San Mateo, CA
Previous Registrations
Other Businesses

1- 07/2025 / Balanced Approach Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Rltd / at bus loc / start 06/04/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Jonathan Martinez Cervantes
  • Jonathan Martinezcervantes
  • Jonathan Martinez

View on SEC IAPD

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FISHER INVESTMENTS
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

More in San Mateo, CA

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