Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
15yrs
John Beehner
Financial advisor at LPL Financial
John Beehner has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Jacksonville, Florida. John has been with LPL Financial since 2015; before that, John spent a year at Merrill and two years at Osaic Fa. 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 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 67% of advisors in Jacksonville
Office76 S Laura St, Jacksonville, FL 32202
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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowLPL Financial LLCCurrent firm
- May 2014 – Jun 2015MerrillPreviously
- Jul 2012 – Apr 2014Osaic Fa, Inc.Previously
- Oct 2011 – Apr 2012MerrillPreviously
Contact John
76 S Laura StJacksonville, FL 32202Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call LPL Financial at (704) 733-3300 and ask for John Beehner. John works from the Jacksonville, FL office.
How long has John been a financial advisor?
John has been in the industry since 2011, about 15 years. More experience than 67% of advisors in Jacksonville.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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