Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
8yrs
Jonathan Lien
Financial advisor at LPL Financial
Based in Irvine, California, Jonathan Lien is a fiduciary financial advisor with 8 years of industry experience. Jonathan has been with LPL Financial since 2026; before that, Jonathan spent seven years at Edward Jones. Jonathan holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office100 Pacifica Suite 320, Irvine, CA 92618
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowLPL Financial LLCCurrent firm
- 2019 – 2026Edward JonesPreviously
Contact Jonathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jonathan. 100 Pacifica Suite 320Irvine, CA 92618Office · 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 Lien. Jonathan works from the Irvine, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2019, about 8 years. 8 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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