LPL Financial
47yrs
Top 1% by experience in West Des Moines
9yrs
Jonathon McFall has worked in the financial industry for 9 years and is a fiduciary financial advisor based in West Des Moines, Iowa. Jonathon has been with LPL Financial since 2025; before that, Jonathon spent five years at Cadaret, Grant & CO. and three years at Osaic Services. 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 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1122 Grand Avenue, West Des Moines, IA 50265
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
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2020 – 2025Cadaret, Grant & CO., Inc.Previously
- 2017 – 2020Osaic Services, Inc.Previously
Contact Jonathon
Local office(515) 223-0196Ask for Jonathon. (704) 733-3300Main office · Fort Mill, SC 1122 Grand AvenueWest Des Moines, IA 50265Office · Get directions Facebook pageLPL Financial
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Questions to ask Jonathon
Tailored to Jonathon’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 Jonathon
How do I contact Jonathon?
Call Jonathon’s local office at (515) 223-0196 or the LPL Financial main office at (704) 733-3300, and ask for Jonathon McFall.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathon 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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