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JL

Jonathan D. Lall

PCG WEALTH MANAGEMENT
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 4504059
JL

Professional summary

Jonathan David Lall, who also goes by Jonathan Lall, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Overland Park, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan Lall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Lall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2018 - Present

PCG WEALTH MANAGEMENT

Office #1: 5700 W. 112th Street, Suite 120, Overland Park, KS 66211
RIA
CRD#: 290977
Overland Park, KS
Current

February 6, 2017 - Present

LPL FINANCIAL LLC

Office #1: 5700 W. 112th St, Ste #120, Overland Park, KS 66211
RIA
BD
CRD#: 6413
Overland Park, KS
Past

February 16, 2017 - December 31, 2017

V WEALTH ADVISORS LLC

RIA
CRD#: 153278
Overland Park, KS
Past

May 3, 2002 - February 15, 2017

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

March 25, 2002 - February 15, 2017

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(2/6/2017)
IAR
Kansas
(1/2/2018)
RR
Missouri
(2/6/2017)
IAR
Texas
(11/20/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/22/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)
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Contact information

Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCG WEALTH ADVISORS - DISCLOSURE BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts4,710
AUM (Assets Under Management)$ 931,127,284

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PCG WEALTH MANAGEMENT

CRD#: 290977Overland Park, KS 66211

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Contact information

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