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Jonathan J
Series 63, Series 65
Virginia Beach, VA
LPL Financial
Jonathan Jones is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Before joining LPL Financial in 2022, he worked at MML Investors Services, Inc. and MassMutual for 16 and 17 years, respectively. He also serves as a presenter contracted by the federal government providing financial education to federal employees through the National Association of Federal Retirement Education Directors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Nicholas I
Series 66
Virginia Beach, VA
LPL Financial
Nicholas Ingram is a financial advisor with LPL Financial based in Virginia Beach, VA, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2022, he spent ten years with MML Investors Services LLC and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and multiple portfolio options.
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