Aegis Wealth Management
42yrs
Top advisor by experience at Aegis Wealth Management
40yrs
Based in Laconia, New Hampshire, Brian Jonas is a fiduciary financial advisor with 40 years of industry experience. Brian joined LPL Financial in 1995, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Laconia, and one of 22 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in New Hampshire
OfficeLaconia, NH
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1995 – nowLPL Financial LLCCurrent firm
Contact Brian
Laconia, NHOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call LPL Financial at (704) 733-3300 and ask for Brian Jonas. Brian works from the Laconia, NH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1986, about 40 years. Top 4% by experience in New Hampshire.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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