Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
27yrs
Jonathan Barr
Financial advisor at LPL Financial
Jonathan Barr is a fiduciary financial advisor in San Jose, California, with 27 years in the industry. Jonathan joined LPL Financial in 2018, after six years at Transamerica Financial Advisors and two years at Investment Advisors International. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in San Jose
Office1777 Hamilton Ave Suite 1040, San Jose, CA 95125
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
- 2018 – nowLPL Financial LLCCurrent firm
- 2012 – 2018Transamerica Financial Advisors, LLCPreviously
- Mar 2010 – Jan 2012Investment Advisors International, Inc.Previously
- Jan 2007 – Apr 2008Osaic Services, Inc.Previously
- 2003 – 2010American Retirement Planning Group Inc.Previously
Contact Jonathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jonathan. 1777 Hamilton Ave Suite 1040San Jose, CA 95125Office · Get directions Facebook pageLPL Financial
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call LPL Financial at (704) 733-3300 and ask for Jonathan Barr. Jonathan works from the San Jose, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 27 years. Top 21% by experience in San Jose.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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