# Jonathan P.lundmark, Cpa,cfp

> Jonathan P.lundmark, Cpa,cfp is a state-registered investment advisory firm in Tyler, TX, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 7, 2026.

- CRD: 127727
- Filed as: JONATHAN P.LUNDMARK, CPA,CFP
- Legal name: Lundmark, Jonathan Paul
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tyler, TX
- Filing period: October 2026
- Form ADV filing dated: March 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127727
- AdvisorCensus page: https://advisorcensus.com/firm/jonathan-p-lundmark-cpa-cfp-tyler-tx-127727

## Quick answers

**How is Jonathan P.lundmark, Cpa,cfp compensated?**
On its Form ADV (Item 5.E, October 2026), Jonathan P.lundmark, Cpa,cfp reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jonathan P.lundmark, Cpa,cfp located?**
Jonathan P.lundmark, Cpa,cfp's principal office is in Tyler, TX, according to its Form ADV.

**Is Jonathan P.lundmark, Cpa,cfp registered with the SEC or a state?**
Jonathan P.lundmark, Cpa,cfp is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127727.

**How much does Jonathan P.lundmark, Cpa,cfp manage?**
Jonathan P.lundmark, Cpa,cfp reports $2,855,897 in regulatory assets under management in its Form ADV filing dated March 7, 2026 (0% discretionary).

**What types of clients does Jonathan P.lundmark, Cpa,cfp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (3).

**Does Jonathan P.lundmark, Cpa,cfp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127727

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,855,897
- Discretionary: $0
- Non-discretionary: $2,855,897

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $621,002 |
| High net worth individuals | 3 | $2,234,895 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jonathan P.lundmark, Cpa,cfp (CRD 127727): Form ADV filing data as of October 2026.