Morgan Stanley
47yrs
Top advisor by experience in Lincoln
7yrs
Jonathan Meyer
Financial advisor at LPL Financial
Jonathan Meyer has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Lincoln, Nebraska. Jonathan has been with LPL Financial since 2022; before that, Jonathan spent a year at J.P. Morgan Securities. 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 550 advisors with offices in Lincoln, and one of 523 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office6140 Village Drive - Suite 2, Lincoln, NE 68516
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
- 2022 – nowLPL Financial LLCCurrent firm
- Nov 2021 – Oct 2022J.P. Morgan Securities LLCPreviously
- Oct 2019 – Oct 2021LPL Financial LLCPreviously
Contact Jonathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jonathan. 6140 Village Drive - Suite 2Lincoln, NE 68516Office · 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 Meyer. Jonathan works from the Lincoln, NE office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jonathan hold?
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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