Best Investors Account Sign in

Brian Patrick Jonas

LPl Financial LLC

Laconia, NH

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-09-06
CT RA APPROVED 1995-12-21
  • NH RA
    APPROVED
    Since 2022-09-06
  • CT RA
    APPROVED
    Since 1995-12-21

Branch Locations

Laconia, NH • 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
Linsco/Private Ledger Corp. Glastonbury CT 07/1995 Present
  • 07/1995 → Present
    Linsco/Private Ledger Corp.
    Glastonbury, CT
Other Businesses

1.BRIAN JONAS,CFP - INSURANCE, FIXED ANNUITY AND LIFE INSURANCE SALES 2. INDEPENDENT INSURANCE AGENCY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-03
S63 Uniform Securities Agent State Law Examination 1986-07-16
  • S65 Uniform Investment Adviser Law Examination
    1995-11-03
  • S63 Uniform Securities Agent State Law Examination
    1986-07-16
Other Names
  • Brian Jonas

View on SEC IAPD

More in Laconia, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor