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Jonathan Z

Series 66

Elgin, IL

LPL Enterprise

Jonathan Ziegler is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, Merrill, and Lending Solutions prior to his current role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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