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Adviser and broker representative · LPL Financial LLC

Jonathan B. West

CRD 6701860 · Beach, CA

At a glance

Jonathan B. West is an investment adviser representative with LPL Financial LLC in Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2016, about 9 years ago. Jonathan is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firms

  • LPL Financial LLCSince April 2018Beach, CA · $819B in regulatory assets
  • Better Planning Better Life Inc.Since October 2026Seal Beach, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2016 (9 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Jonathan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at LPL Financial LLC

Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in Beach, CA →Advisor Moves: who changed firms this week →