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Jonell Walker

Advisor at LPL Financial

Updated today
LPL Financial logo

Firm

LPL Financial

Location

Lancaster, PA 17603

Credentials

Series 66

Industry experience

11 years

About

Jonell Walker is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Janney Montgomery Scott. Walker is based in Lancaster, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

2137 Embassy Dr Ste 115

Lancaster, PA 17603

Most active in

Pennsylvania

Work history

LPL Financial

2025 - Present (1 year)

TriStarr Temporary Services

2025 - 2025 (1 year)

Smoker and Company LLC

2024 - 2025 (1 year)

Unemployed

2024 - 2024 (1 year)

Wells Fargo Clearing

2022 - 2024 (2 years)

Janney Montgomery Scott

2022 - 2022 (1 year)

Janney Montgomery Scott

2021 - 2022 (1 year)

Janney Montgomery Scott

2017 - 2021 (4 years)

Janney Montgomery scott

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy S

Series 63, Series 65

Lancaster, PA

Stahl Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Wealth management

Ryan K

CFP®

Lititz, PA

Aries Financial Navigators, Inc.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

General retirement planning Engineering Professional Baby Boomers (Born 1946-1964)
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Steven M

Series 63, Series 65

Lancaster, PA

Cool Creek Financial

Wealth management College savings (529s, UTMA, etc.)
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Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Jeremy W

CFP®, Series 66

Lancaster, PA

FIDENT Financial, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations
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Ben S

Series 65

Lancaster, PA

Strubel Investment Management, LLC

Active portfolio management Real estate investing
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