Jonathan D. Weir
Securing KeyEEs & Company Surplus with Executive Benefits & COLI
- Role
- Advisor Registered Representative at LPL Financial
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Jonathan D. Weir
I am an accomplished and innovative financial professional, with a practice focused on:…
Experience
Advisor Registered Representative
Jul 2025 — Present
LPL Financial Holdings Inc.(commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors. over US$1 trillion in advisory and brokerage assets, and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. LPL Financial has main offices in Boston MA, Fort Mill NC, Austin TX, and San Diego CA. The company is a member of FINRA and the SIPC.
Skills
- Wealth Management
- Securities
- Corporate & Trust Owned Life Insurance
- Life Insurance
- Nonprofits
- Tax
- 401k
- Employee Benefits
- Executive Compensation
- Executive Pay
- Strategic Financial Planning
- Financial Planning
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