Jonathan James Poure

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-01-30
TX	RA	APPROVED	2022-09-20

UT RA
APPROVED

Since 2024-01-30
TX RA
APPROVED

Since 2022-09-20

Branch Locations

One South Main Street, Salt Lake City, UT 84133 • United States

6001 North 24Th Street, Phoenix, AZ 85016 • 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

Organization	City	State	From	To
Lpl Financial Llc	Phoenix	AZ	03/2015	Present
National Bank Of Arizona	Scottsdale	AZ	03/2015	Present

03/2015 → Present

Lpl Financial Llc

Phoenix, AZ
03/2015 → Present

National Bank Of Arizona

Scottsdale, AZ

Previous Registrations

2010-04-27 → 2015-03-23

Zions Capital Advisors, Inc.

Scottsdale, AZ

Phoenix, AZ

Salt Lake City, UT

Phoenix, AZ

Other Businesses

1. 07/03/2015 ZIONS TRUST - INV REL - 4040 E CAMELBACK RD, PHOENIX, AZ 85018 - FINANCIAL INSTITUTION DUTY - START 06/30/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - MANAGER/BUSINESS DEVELOPMENT OFFICER 2. 07/22/2015 - ZIONS CAPITAL ADVISORS - INV REL - 4040 E CAMELBACK RD., SUITE 100 | PHOENIX, AZ 85018 - FINANCIAL INSTITUTION DUTY START 07/31/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - MANAGER/BUSINESS DEVELOPMENT OFFICER FOR CUSTOMERS 3. 04/19/2016 * Poure Holdings LLC * Real Estate Rental * NOT INV REL * 3630 Lynwood Drive Carnelian Bay CA 96140 is a second home for my wife Stephanie and I, but we have decided starting in June of this year we will turn it into a vacation rental. * START 06/01/2016 * 2 HRS/MO; 0 HRS DURING SECS TRDG HRS. 4. 08/03/2016 * NB|AZ Wealth Advisors * DBA for LPL Business (entity for LPL business) * INV REL * 4040 E Camelback Rd, Phoenix, AZ 85018 * START 08/02/2016 * 40 HRS/MO DURING SECS TRDG HRS. 5. 02/05/2024 - Zions Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/29/2024 - 4 Hrs/mo; 0 Hrs During Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-07-17

S63 Uniform Securities Agent State Law Examination

2006-07-17

Designations

Certified Financial Planner

Other Names

Jonathan J Poure
Jon Poure

View on SEC IAPD