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Jonathan Dean Lapp

Lincoln Douglas Investments, LLC

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About Jonathan Dean Lapp

Jonathan Lapp is a registered representative with Lincoln Douglas Investments, LLC based in Rockwood, PA. Jonathan Lapp has 30 years of experience in the financial industry and specializes in Investment Company Products/Variable Contracts and Securities Industry Essentials. Jonathan Lapp is also licensed in Maryland and Pennsylvania.

Firm Information

Jonathan Lapp is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Lapp’s Registration & Firm History

PA

01/02/2020 - Present

Lincoln Douglas Investments, LLC (Rockwood PA)

PA

06/01/2016 - 12/31/2019

NATIONWIDE SECURITIES, LLC (SOMERSET PA)

MD

01/15/2015 - 01/19/2016

SAGEPOINT FINANCIAL, INC. (BALTIMORE MD)

MD

03/19/2014 - 01/13/2015

PRUCO SECURITIES, LLC. (Hunt Valley MD)

MD

02/17/1989 - 03/19/2014

METLIFE SECURITIES INC. (BALTIMORE MD)

MD

02/17/1989 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)

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Licenses & Designations

BC

Issued 05/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Dean Lapp.
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