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Jonathan Galen Eaton

LPL FINANCIAL LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE BEACON STREET, BOSTON, MA 02108-3106CRD# 1433091Firm CRD# 6413
01

About

Jonathan Galen Eaton is a registered financial advisor based in BOSTON, Massachusetts, affiliated with LPL FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LPL FINANCIAL LLC
LPL FINANCIAL LLC
AUM
$463.5B
Regulatory assets under management
Employees
35841
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1433091
Firm CRD# 6413
12 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Galen Eaton offer?
Jonathan Galen Eaton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jonathan Galen Eaton's credentials?
Jonathan Galen Eaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Galen Eaton located?
Jonathan Galen Eaton is based in BOSTON, Massachusetts, working with LPL FINANCIAL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jonathan Galen Eaton charge for services?
Jonathan Galen Eaton's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LPL FINANCIAL LLC?
LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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