← Back to search
JONATHAN P.LUNDMARK, CPA,CFP
LUNDMARK, JONATHAN PAUL
CRD 127727
5405 TROUP HIGHWAY, SUITE 201, TYLER, TX, 75707, United States
Phone
903-561-1040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $621K |
| High net worth individuals | 3 | $2.2M |
Official SEC filing: View on IAPD