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Detailed Report
Jonathan Meyer
Jonathan Merrick Meyer
CRD#: 6947313
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 6140 VILLAGE DRIVE - STE 2
LINCOLN, NE 68516
Registration History
201920202021202220232024202520262 FIRMS2019 - 2021 (2 years)2 FIRMS2021 - 2022 (<1 year)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Nebraska 11/10/2022
IA
Nebraska 11/14/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
6140 VILLAGE DRIVE - STE 2, LINCOLN, NE 68516
Registered with this firm since 11/14/2022
B
LPL FINANCIAL LLC (CRD#:6413)
6140 VILLAGE DRIVE - STE 2, LINCOLN, NE 68516
Registered with this firm since 11/10/2022
Previous Registration(s)
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IA
 11/29/2021 - 10/15/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) Chicago, IL
B
 11/23/2021 - 10/15/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) Chicago, IL
IA
 10/24/2019 - 10/19/2021 LPL FINANCIAL LLC (CRD#:6413) LINCOLN, NE
B
 08/12/2019 - 10/19/2021 LPL FINANCIAL LLC (CRD#:6413) LINCOLN, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.