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Jimmy Maldonado

Advisor at LPL Financial — Burbank, CA N. 1st Street

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Burbank, CA 91505

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jimmy Maldonado is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His prior firms include INVEST Financial Corp, Cetera Advisors LLC, Investors Capital Corp., and Bancwest Investment Services. He also serves as a financial consultant at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by proprietary research and technology.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Burbank, CA N. 1st Street

100 N. 1st Street

Burbank CA 91505

Advisors at this office

4

Most active in

California

Work history

28 years of industry experience

LPL Financial

2018 - Present • 8 years

Burbank, CA

INVEST Financial Corp

2017 - 2018 • 1 year

Tampa, FL

Logix FCU

2017 - Present • 9 years

Burbank, CA

Cetera Advisors LLC

2016 - 2017 • 1 year

Denver, CO

Investors Capital Corp.

2014 - 2016 • 2 years

Invest Financial Corporation

2012 - 2014 • 2 years

Burbank, CA

LPL Financial

2011 - 2012 • 1 year

Bancwest Investment Services, Inc.

2006 - 2011 • 5 years

CA

Zions Direct, Inc.

2006 - 2006 • 1 year

CA

U.S. Bancorp Advisors, LLC

2006 - 2006 • 1 year

CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Joseph Longo is a financial advisor based in Santa Monica, CA, operating under the independent firm Joseph C. Longo, Attorney At Law. He holds a Series 65 designation and has 14 years of experience in the financial industry. In addition to providing investment advisory services, he is an attorney specializing in sports, tax, litigation, and estate planning, with over 20 years in legal practice. The firm offers investment advisory services to individual clients through a referral relationship with a broker-dealer, focusing on customized asset allocation recommendations without exercising discretionary management. Day-to-day portfolio decisions and trade execution are handled by the broker-dealer, while Joseph Longo consults with clients on strategy and restrictions.

Attorney
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