AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Jonathan M. Love

Some features on this profile are disabled
CRD#: 4782772
JL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Michael Love was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2004. Jonathan had worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 17, 2012 - November 26, 2013

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
ADDISON, TX
Past

August 17, 2012 - November 26, 2013

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
ADDISON, TX
Past

December 6, 2011 - August 3, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLANO, TX
Past

December 6, 2011 - August 3, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
PLANO, TX
Past

January 27, 2011 - December 6, 2011

SIGNAL SECURITIES, INC.

RIA
CRD#: 15916
PLANO, TX
Past

January 26, 2011 - December 6, 2011

SIGNAL SECURITIES, INC.

BD
CRD#: 15916
PLANO, TX
Past

July 7, 2010 - January 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 17, 2010 - January 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

August 5, 2008 - January 12, 2009

TD AMERITRADE, INC.

RIA
CRD#: 7870
CHESTERFIELD, MO
Past

August 5, 2008 - January 12, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CHESTERFIELD, MO
Past

June 17, 2008 - January 12, 2009

TD AMERITRADE, INC.

BD
CRD#: 7870
CHESTERFIELD, MO
Past

December 14, 2007 - June 18, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHESTERFIELD, MO
Past

June 2, 2004 - July 27, 2007

EDWARD JONES

BD
CRD#: 250
MANCHESTER, MO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/4/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2004
General Securities Representative Examination

Current Firm

UF
USAA FINANCIAL PLANNING SERVICES
USAA FINANCIAL PLANNING NETWORK | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | USAA FINANCIAL PLANNING SERVICES | USAA FINANCIAL PLANNING NETWORK, INC. | USAA FINANCIAL PLANNING NETWORK INC

CRD#: 106352 / SEC#: 801-53347

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2017)

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

USAA FINANCIAL PLANNING SERVICES

CRD#: 106352

TRUST BUT VERIFY

Monitor Jonathan Love

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.