Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
21yrs
Jonathan Stearns has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Wellesley, Massachusetts. After two years at Edward Jones, Jonathan joined LPL Financial in 2009, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office888 Worcester Street Suite 30, Wellesley, MA 02482
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 ?2 states
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
- 2009 – nowLPL Financial LLCCurrent firm
- Feb 2007 – Jan 2009Edward JonesPreviously
Contact Jonathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jonathan. 888 Worcester Street Suite 30Wellesley, MA 02482Office · Get directions Facebook pageLPL Financial
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Questions to ask Jonathan
Tailored to Jonathan’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
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About Jonathan
How do I contact Jonathan?
Call LPL Financial at (704) 733-3300 and ask for Jonathan Stearns. Jonathan works from the Wellesley, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
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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