Lanark Financial
47yrs
Top advisor by experience in Tallahassee
19yrs
Jon Michael Dasher
Financial advisor at LPL Financial
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in Florida
Office304 E Tennessee St, Tallahassee, FL 32301
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Aug 2026 – nowLPL Financial LLCCurrent firm
- Mar 2008 – Nov 2009Morgan Keegan & Company, LLCPreviously
Questions to ask Jon
Tailored to Jon’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jon
How do I contact Jon?
Call LPL Financial at 704-733-3300 and ask for Jon Michael Dasher. Jon works from the Tallahassee, FL office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2007, about 19 years. More experience than 60% of advisors in Florida.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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