Capitol Securities Management
47yrs
Top advisor by experience in Tampa
New
Jonathan Serrano
Financial advisor at LPL Enterprise
Jonathan Serrano is a fiduciary financial advisor in Tampa, Florida, registered since Mar 2026. Jonathan joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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
- Sep 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Jonathan
4010 W. Boy Scout Blvd. Suite 1075Tampa, FL 33607Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Enterprise · Fort Mill, SC Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Enterprise at (704) 733-3300 and ask for Jonathan Serrano. Jonathan works from the Tampa, FL office.
How long has Jonathan been a financial advisor?
Jonathan is new to the profession, registered since Mar 2026, and holds 1 license.
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 Enterprise 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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