JH
CFP · ChFC
JH
CFP · ChFC

Jerome Hansen

43 Years of Experience
Suwanee, GA
Broker

Jerome Hansen is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Suwanee, GA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4485 Tench Rd, Ste 2310, Suwanee, GA, 30024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerome operates under the DBA Hansen Financial Services Inc., which is an entity for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
February 2010 - Present · 16 yrs 3 mos
LPL Financial LLC
February 2010 - Present · 16 yrs 3 mos
LPL Financial LLCBroker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - February 2010 · 1 yr 1 mo
Raymond James Financial Services
February 2004 - January 2009 · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
February 2004 - February 2010 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - February 2004 · 6 yrs 2 mos
Fortis Investors, INC.Broker
June 1982 - December 1997 · 15 yrs 6 mos
State Registrations18 states
ALCAFLGAIDKYMAMDMNMSNCNDOHPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.