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JD

Jonathan Dehaan

Investment Adviser Representative at LPL Financial LLC

Fishers, INCRD #7122771Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan DeHaan is an investment adviser representative with LPL Financial LLC in Fishers, IN, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana, Michigan, and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana, Michigan, Texas
Broker:
4 states and territories

Florida, Indiana, Michigan, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/18/2023
Series 7
General Securities Representative Examination
Passed 11/13/2023
SIE
Securities Industry Essentials Examination
Passed 7/24/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
12/18/2023 – Fishers, IN
LPL Financial LLCCurrent
11/13/2023 – Fishers, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Aug 2023 – no end date reportedFishers, IN
  2. Crestline Development
    Sep 2020 – no end date reportedIndianapolis, IN
  3. True North Landscaping
    Jun 2020 – Sep 2020Indianapolis, IN
  4. Taylor University
    Aug 2019 – May 2020Upland, IN
  5. Securities Service Network
    Jun 2019 – Aug 2019Knoxville, TN
  6. Taylor University
    Aug 2018 – May 2019Upland, IN
  7. Twin Lakes Nursery
    May 2018 – Aug 2018Grand Rapids, MI
  8. Taylor University
    Aug 2017 – May 2018Upland, IN
  9. Twin Lakes Nursery
    May 2017 – Aug 2017Grand Rapids, MI
  10. Taylor University
    Aug 2016 – May 2017Upland, IN
  11. Twin Lakes Nursery
    Aug 2019 – Aug 2019Grand Rapids, MI
  12. NA
    May 2020 – Jun 2020Fishers, IN
  13. NA
    May 2019 – Jun 2019Upland, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

View LPL Financial LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Dehaan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jonathan Dehaan (LPL Financial) - Fees & Credentials