Jacksonville, FL Bonneval Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

7077 Bonneval Rd

Jacksonville FL 32216

Advisors at this office

8

Advisors at this office

user avatar

Nicholas F

Series 65, Series 63

Jacksonville, FL

LPL Financial

Nicholas Fullerton is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at multiple firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is CEO of Voyager Financial Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Chase H

Series 63, Series 65

Jacksonville, FL

LPL Financial

Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. 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 a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
user avatar

Dylen D

Series 63, Series 65

Jacksonville, FL

LPL Financial

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial, he was associated with Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, D'aurora has worked in various positions including at Queens Harbour Yacht and Country Club and Castillo FL Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Dakota C

Series 63, Series 65

Jacksonville, FL

LPL Financial

Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, Colonese worked at Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
user avatar

Val J

Series 63, Series 65

Jacksonville, FL

LPL Financial

Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Richard G

Series 63

Jacksonville, FL

LPL Financial

Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Carlos E

Series 65

Jacksonville, FL

LPL Financial

Carlos Esquivia Cruz is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Deutsche Bank and Bank of America, among other firms. Outside of his advisory roles, he is the owner of CREC Coffee Holdings LLC, a coffee shop franchise venture not yet operational. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Colton G

Series 63, Series 65

Jacksonville, FL

LPL Financial

Colton Green is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and experience working in both the financial and service sectors. Outside of finance, he has worked in the restaurant and golf course industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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